US EditionNebius signs AI infrastructure deals with Meta worth up to $27 billion over 5 years
Meta commits up to $27 billion for AI infrastructure with Nebius, securing priority access to Nvidia Vera Rubin chips and supporting its $135 billion AI capital expenditure plan.
- On Monday, March 16, 2026, Meta announced a new long-term AI infrastructure agreement with Dutch neocloud operator Nebius Group worth up to $27 billion over five years.
- The agreement expands an existing commercial relationship, bringing total contracted spend to $30 billion after an initial $3 billion deal signed in November 2025. CEO Arkady Volozh said, "We are pleased to expand our significant partnership."
- Dedicated compute capacity accounts for $12 billion of the deal, with Meta committing to purchase up to $15 billion in additional compute. The infrastructure will feature early deployments of Nvidia's new Vera Rubin AI chips.
- Following the disclosure, Nebius Group shares surged 14% in pre-market trading, though the company noted 2026 financial guidance remains unchanged as capacity delivery does not begin until early 2027.
- Analysts warn that customer concentration in Microsoft and Meta creates significant risk if either relationship frays, even as Nebius targets over 3 GW of contracted power by 2030.
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Meta to Spend Up to $27 Billion on Nebius AI Infrastructure
Meta Platforms Inc. will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group NV as it spends aggressively to compete with the industry’s top frontier models.
Nebius signs AI infrastructure deals with Meta worth up to US$27 billion over 5 years
Amsterdam-based AI infrastructure firm Nebius Group said on Monday it has agreed with Meta Platforms to provide the social media giant with $12 billion worth of AI computing capacity across multiple locations by 2027.
Meta Signs Massive $27 Billion AI Infrastructure Contract With Nebius
Nebius Group shares jumped sharply after the company announced a massive artificial intelligence infrastructure agreement with Meta Platforms. According to reports, Nebius stock rose about 15% on Monday, bringing its gains to roughly 35% for the year. The Dutch technology firm said it signed a five-year deal worth up to $27 billion to supply AI computing infrastructure to Meta. According to the company statement, the project will begin in 2027 w…
Nebius stock spikes on colossal $27 billion spending deal with Meta
Davide Bonaldo/SOPA Images/LightRocket via Getty ImagesNebius stock surged on Monday on news of a mega-deal with Meta. The Facebook parent will spend up to $27 billion on compute capacity from the AI infrastructure company.It's the latest mammoth spending deal Nebius has signed following last year's agreement with Microsoft. The move: Nebius Group stock surged 15% on Monday, extending a week of upward momentum. Shares of the Dutch tech company a…
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