Nebius Signs AI Infrastructure Deals with Meta Worth Up to $27 Billion Over Five Years
Amsterdam-based AI infrastructure firm Nebius Group has announced a significant expansion of its partnership with Meta Platforms, agreeing to provide the social media giant with $12 billion worth of AI computing capacity across multiple locations by 2027. Under the terms of the agreement, Meta will also have the option to purchase an additional $15 billion capacity planned by Nebius over the next five years if it is not sold to other customers, bringing the total potential contract value to $27 billion.
The deal builds on an initial $3 billion agreement signed with Meta in November and follows a $17.4 billion deal with Microsoft in September, cementing Nebius's position as a key provider of AI infrastructure to major tech companies.
Nasdaq-listed Nebius shares, which closed at $112.50 on Friday, have risen 55% so far this year, giving the company a market capitalisation of $28.6 billion. Last week, Nvidia announced it would invest $2 billion to acquire an 8.3% stake in Nebius, which uses Nvidia chips in its data centres.
Data Centre Race Intensifies
The deal represents the latest example of U.S. tech giants seeking to supplement their own AI data centre build-outs by locking in scarce GPU and power capacity from specialised "neocloud" providers like Nebius. Unlike large cloud firms that serve a broad range of industries, AI specialists such as Nebius and U.S. competitor CoreWeave focus primarily on tech customers but aim to become major cloud service providers in their own right.
Nebius CEO Arkady Volozh said the latest Meta deal would help "accelerate the build-out and growth of our core AI cloud business."
The fast-growing company reported a fourth-quarter net loss of $250 million on revenue of $228 million in February, and expects revenue to hit an annualised run rate of between $7 billion and $9 billion by the end of this year, up from $1.25 billion at the end of 2025. Nebius confirmed that 2026 guidance remains unchanged.
Market Sentiment:
The sentiment is overwhelmingly positive, reflecting Nebius's rapid emergence as a critical infrastructure partner for Big Tech's AI ambitions. The Meta deal, potentially worth $27 billion, validates the "neocloud" model and demonstrates that tech giants are willing to commit massive sums to secure AI computing capacity beyond their own build-outs. The Nvidia investment adds further credibility, both financially and technologically. For Meta, locking in capacity addresses the intensifying GPU shortage and supports its AI roadmap. For Nebius, these contracts provide revenue visibility that justifies its $28.6 billion market cap and supports the aggressive revenue guidance ($7 billion - $9 billion annualised by year-end). The sequential deals — $3 billion with Meta, then $12 billion, then $15 billion optional — suggest deepening trust and expanding scope. The challenge will be execution: building out capacity at the required scale while managing the net loss position. But with Nvidia as an investor and customer, and Meta and Microsoft as anchor clients, Nebius has the credibility to attract capital and talent. The AI infrastructure arms race is accelerating, and Nebius is positioning itself as a primary beneficiary.
Disclaimer:
This content has been generated using AI technology and is intended for informational purposes only. While efforts have been made to ensure accuracy and relevance, this text should not be considered professional advice or an official statement. Always verify information from authoritative sources before making any decisions. This is not financial advice.
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