Key Highlights

  • Nebius Group secures five-year AI infrastructure partnership with Meta featuring $12 billion in guaranteed capacity
  • Agreement includes optional additional $15 billion in capacity purchases, potentially reaching $27 billion total value
  • Infrastructure deployment scheduled to begin across multiple data center facilities in early 2027
  • Partnership builds on previous $3 billion agreement between Nebius and Meta from November 2024
  • Nebius leverages Nvidia processors for its AI cloud infrastructure services

Nebius Group, headquartered in Amsterdam and operating as a neocloud provider, has secured what stands among the most significant AI infrastructure agreements announced to date. The company revealed Monday that Meta Platforms has committed to a five-year contract for $12 billion in dedicated AI computing resources.

Deployment of this capacity will span several data center locations, with initial rollout scheduled for early 2027.

The agreement’s total value could reach substantially higher levels. Meta has agreed to purchase up to $15 billion in additional capacity from future Nebius clusters during the same five-year period — provided this capacity remains available and hasn’t been allocated to alternative customers.


NBIS Stock Card
Nebius Group N.V., NBIS

This arrangement brings the maximum potential contract value to $27 billion.

The relationship between these two technology companies extends beyond this announcement. An earlier $3 billion contract between Nebius and Meta was finalized in November 2024. Monday’s revealed agreement represents significant expansion from that previous commitment.

As a neocloud provider, Nebius delivers computing hardware and cloud capacity through a service model to technology companies. The company powers its AI cloud infrastructure using Nvidia processors for client deployments.

Agreement Framework

The guaranteed baseline commitment stands at $12 billion. Meta has firm obligations for this portion. The supplementary $15 billion operates under different terms — Nebius must develop the infrastructure, while Meta receives priority purchasing rights when capacity becomes available and remains unsold to other parties.

This framework provides Nebius with dependable revenue streams while creating powerful motivation for continued infrastructure expansion.

Leadership Perspective from Nebius CEO

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 an indicator of Nebius’s direction amid sustained growth in AI compute demand.

Volozh has positioned Nebius as a significant competitor in the AI infrastructure sector, and this contract establishes the company’s presence alongside considerably larger cloud service providers.

Meta continues aggressive investment in AI infrastructure capabilities. The social media giant has allocated up to $65 billion for AI-related capital expenditure in 2025 alone, with agreements like this demonstrating its strategy of diversifying infrastructure investments across multiple providers.

Shares of Nebius, trading on Nasdaq under ticker symbol NBIS, experienced significant upward movement following Monday morning’s announcement.

The company’s UK data center facility, which became operational in November 2025 at Ark Data Centres in Chertsey, represents one of multiple locations Nebius is developing to fulfill this category of demand.

Monday’s announcement establishes the record as Nebius’s largest publicly disclosed commercial agreement.