TLDR
- Nebius Group announces five-year AI computing agreement with Meta featuring $12 billion in guaranteed revenue
- Additional $15 billion in optional capacity available to Meta, pushing total potential value to $27 billion
- Infrastructure deployment scheduled to commence in early 2027 across various data center sites
- Agreement builds on previous $3 billion partnership established with Meta in November 2024
- Nebius leverages Nvidia processors for its AI cloud infrastructure solutions
Amsterdam-headquartered neocloud provider Nebius Group has secured what ranks among the most significant AI infrastructure agreements to date. The company revealed Monday that it has reached a five-year arrangement with Meta Platforms to provide $12 billion worth of dedicated AI computing resources.
Just in: $META signs an enormous $27 Billion cumulative AI spend contract with $NBIS.
Nebius was my top Neocloud AI Infrastruture DC pick.
Glad management is executing toward their $7-9B ARR target.
Nebius is up 14.79% premarket to $129.66. pic.twitter.com/RaaDWm1if0
— Serenity (@aleabitoreddit) March 16, 2026
The infrastructure deployment will span multiple data center facilities, with initial capacity going live in early 2027.
However, the deal’s value could expand considerably beyond the base commitment. The contract terms grant Meta the option to acquire up to $15 billion in additional computing capacity from Nebius’s forthcoming clusters during the same five-year period — contingent on that capacity remaining unsold to alternative clients.
This brings the maximum possible contract value to $27 billion.
The partnership between these two companies isn’t new. Back in November 2024, Nebius entered into a $3 billion agreement with Meta. Monday’s disclosure represents a substantial expansion beyond that initial commitment.
As a neocloud provider, Nebius offers computing hardware and cloud infrastructure on a service basis to technology enterprises. The company utilizes Nvidia processors as the foundation for delivering AI cloud capabilities to customers.
The Deal Structure
The $12 billion baseline represents the firm commitment. Meta is contractually obligated for this portion. The supplementary $15 billion operates under different terms — Nebius must develop the infrastructure, with Meta holding priority purchasing rights should no alternative buyer emerge.
This framework provides Nebius with predictable revenue while creating powerful motivation to accelerate infrastructure expansion.
Nebius CEO Weighs In
Arkady Volozh, founder and chief executive of Nebius, characterized the agreement as validation of the company’s expanding market position. He expressed enthusiasm about the partnership as evidence of Nebius’s trajectory amid surging demand for AI computing resources.
Volozh has positioned Nebius as a formidable competitor in AI infrastructure, and this partnership elevates the company’s standing alongside established cloud computing giants.
Meta continues its aggressive AI infrastructure investment strategy. The social media giant has pledged up to $65 billion toward AI-focused capital spending in 2025 alone, with contracts like this demonstrating its multi-vendor procurement approach.
Shares of Nebius, which trades on Nasdaq under ticker symbol NBIS, experienced significant upward movement following Monday’s announcement.
The company’s UK data center facility, which opened in November 2025 at Ark Data Centres in Chertsey, represents one component of Nebius’s expanding infrastructure network designed to fulfill these substantial capacity requirements.
This announcement represents the most valuable publicly confirmed contract in Nebius’s corporate history.
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