Key Takeaways:<\/p>\n
Meta committed to spending $27 billion in five years to use Nebius\u2019s AI cloud infrastructure.
\nThe deal will include the early use of NVIDIA\u2019s Vera Rubin platform; it will start in early 2027.
\nThis agreement will bring Meta commitment to Nebius to $30 billion, following a previous deal in 2025.<\/p>\n
The European neocloud company Nebius announced an agreement with Meta. Meta will spend $27 billion to secure the computing power it needs to run AI models in more than five years. This deal will solidify Nebius as one of the most important infrastructure providers in the world.
\nBreaking Down the $27 Billion Agreement
\nMeta committed $12 billion for dedicated capacity. This means that Nebius will build and reserve clusters of computers for Meta. These systems will use the NVIDIA Vera Rubin platform, it is one of the first large scale uses of this advanced technology.
\nThe second part of the deal is an additional $15 billion for surplus capacity. This will allow Meta to buy more power from Nebius\u2019s upcoming data centers whenever it is available. Nebius will have the right to sell this power to other customers first, Nebius makes sure that they have a diverse group of clients. Meta committed $30 billion to Nebius when combined with a $3 billion contract which was signed in November 2025.<\/p>\n
Nebius: From a Tech Split to a Global Leader
\nNebius was formed after the international cloud business of Yandex split away from Russian roots in 2024. Today, this company operates high-tech data centers in Finland, France, and the United States.
\nNebius was built from the ground for AI. They aren\u2019t for renting out servers; they are building AI Factories. The company plans to deploy more than 5 gigawatts (5GW) of NVIDIA systems by the year 2030. Nebius is able to offer the newest chips and the fastest connections earlier than competitors\u00a0 by focusing\u00a0 on the needs of AI developers.
\nMarket Impact and the Future of AI
\nFor investors, this deal will make Nebius a rival to traditional hyperscalers such as AWS. It shows that big companies like Meta are willing to pay billions to secure hardware that they can\u2019t find anywhere.
\nA $27 billion deal for Nebius is a win for NVIDIA\u2019s sales team because Nebius will use NVIDIA hardware . Nebius believes that this deal will encourage other social media and software companies to sign long-term contracts with them.
\nRead Next: NVIDIA Invested $2 Billion in Nebius to Build AI Factories for the Future<\/p>\n","protected":false},"excerpt":{"rendered":"