Nebius Signs New AI Infrastructure Agreement with Meta

Key Terms

ai infrastructure technical

AI infrastructure consists of the hardware, software, and systems needed to develop, run, and support artificial intelligence applications. Think of it as the foundation and tools that enable AI to process large amounts of data quickly and accurately, similar to how a strong foundation supports a building. For investors, AI infrastructure is important because it underpins advancements in technology that can drive new business opportunities and competitive advantages.

ai cloud technical

AI cloud is remote computing equipment and software delivered over the internet that’s specifically set up to build, run and scale artificial intelligence applications — providing powerful computers, large data storage and ready-made AI tools on demand. It matters to investors because businesses that use or sell AI cloud can develop products faster, lower upfront costs and expand capacity quickly, much like renting a high‑powered workshop instead of buying all the machines, which can affect growth and profitability.

AMSTERDAM--(BUSINESS WIRE)-- Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company, today announced a new long-term AI infrastructure supply agreement with Meta, strengthening the collaboration between the companies.

Under the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform. Nebius will deliver this capacity starting early 2027.

Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta.

The agreement has a contract value of up to approximately $27 billion.

Arkady Volozh, founder and CEO of Nebius, said:

“We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver.”

Nebius’s guidance for 2026 remains unchanged.

About Nebius

Nebius, the AI cloud company, is building the full-stack platform for developers and companies to take charge of their AI future — from data and model training to production deployment. Founded on deep in-house technological expertise and operating at scale with a rapidly expanding global footprint, Nebius serves startups and enterprises building AI products, agents, and services worldwide.

Nebius is listed on Nasdaq (NASDAQ: NBIS) and headquartered in Amsterdam.

For more information please visit www.nebius.com

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Source: Nebius Group N.V.