Key Takeaways
- Nebius Group secures five-year AI infrastructure agreement with Meta featuring $12 billion in guaranteed capacity
- Deal includes optional $15 billion expansion, potentially reaching $27 billion total value
- Infrastructure deployment scheduled to begin across multiple data centers in early 2027
- Agreement expands upon the initial $3 billion contract between Nebius and Meta from November 2024
- Nebius leverages Nvidia processors for its AI cloud infrastructure operations
Nebius Group, an Amsterdam-headquartered neocloud provider, has secured what stands among the most substantial AI infrastructure agreements announced to date. Monday’s revelation disclosed a five-year partnership with Meta Platforms valued at $12 billion in 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
Deployment of the infrastructure will span multiple data center facilities, with initial rollout targeted for early 2027.
The arrangement includes significant expansion potential. Meta holds the right to acquire up to $15 billion in additional capacity from forthcoming Nebius clusters during the same five-year period — provided the capacity remains available and hasn’t been committed to alternative customers.
This brings the maximum possible contract valuation to $27 billion.
The partnership builds upon an existing relationship. The two companies previously established a $3 billion agreement in November 2024. Monday’s announcement represents a substantial expansion of their commercial relationship.
Nebius functions as a neocloud provider, delivering computing hardware and cloud capacity through a service model to technology enterprises. The company powers its AI cloud infrastructure using Nvidia processors.
Agreement Framework
The guaranteed base commitment stands at $12 billion. Meta holds a firm obligation for this portion. The additional $15 billion carries different terms — Nebius must construct the capacity, while Meta receives priority access if competing buyers haven’t already claimed it.
This framework provides Nebius with predictable revenue streams while simultaneously encouraging aggressive infrastructure expansion.
Executive Perspective from Nebius
Arkady Volozh, founder and CEO of Nebius, characterized the agreement as validation of the company’s expansion momentum. He expressed enthusiasm about the partnership as AI compute demand continues accelerating across the industry.
Volozh has positioned Nebius as a significant force within the AI infrastructure sector, and this contract establishes the company alongside established cloud infrastructure giants.
Meta continues its substantial AI infrastructure investments. The social media giant has allocated up to $65 billion for AI-related capital expenditure during 2025 alone, distributing this investment across diverse infrastructure providers.
Nebius, trading on Nasdaq with ticker symbol NBIS, experienced significant stock appreciation following Monday morning’s announcement.
The company’s UK facility, operational since November 2025 at Ark Data Centres in Chertsey, represents one component of Nebius’s expanding infrastructure network designed to satisfy growing demand.
Monday’s announcement establishes a new benchmark as the most valuable publicly announced contract in Nebius’s corporate history.
