Nebius Group has agreed to provide Meta with up to $27 billion in dedicated AI computing capacity over five years, based on Nvidia’s next-generation Vera Rubin platform.
Nebius Group, the Amsterdam-based AI cloud company listed on Nasdaq, announced Sunday a long-term infrastructure supply agreement with Meta valued at up to $27 billion — one of the largest AI computing contracts disclosed to date and a significant expansion of an existing relationship between the two companies.
Under the five-year agreement, Nebius will provide Meta with $12 billion in dedicated computing capacity across multiple locations, built on one of the first large-scale deployments of Nvidia’s next-generation Vera Rubin chip platform. Delivery is expected to begin in early 2027.
In addition, Meta has committed to purchase up to $15 billion in additional available compute capacity across certain upcoming Nebius clusters over the same five-year period. Nebius said it intends to sell that capacity primarily to third-party customers of its AI cloud business, with any remaining capacity to be taken by Meta.
Arkady Volozh, Nebius’s founder and chief executive, said the deal reflected the company’s strategy of securing large, long-term capacity contracts to accelerate the build-out of its core cloud business. “We are pleased to expand our significant partnership with Meta,” he said. “We will continue to deliver.”
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The company said its financial guidance for 2026 remains unchanged.
The announcement comes as Meta races to expand its AI infrastructure following the delayed release of its Avocado foundational model, which has been pushed back to at least May after internal benchmarks showed it trailing competing systems from Google, OpenAI and Anthropic. The company has committed $600 billion to data center construction and projected spending of as much as $135 billion this year alone — making long-term supply agreements with infrastructure providers like Nebius central to its ability to keep pace.
