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Nebius Group N.V., the AI cloud company, has 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, starting early 2027.
Nebius announced a five-year AI infrastructure supply agreement with Meta with total contract value up to approximately $27 billion.
The agreement includes $12 billion of dedicated capacity based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform, starting early 2027.
Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion over five years.
Nebius intends to sell the remaining capacity to third-party customers of its AI cloud business.
The agreement represents a significant expansion of the partnership between the two companies.
Nebius's guidance for 2026 remains unchanged.
"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," said Arkady Volozh, founder and CEO of Nebius.
The agreement builds on the existing relationship between Nebius and Meta, with Nebius providing dedicated AI infrastructure capacity based on advanced NVIDIA platforms. The deal underscores the growing demand for specialized AI infrastructure as major technology companies scale their AI initiatives.
Under the terms of the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations, utilizing one of the first large-scale deployments of the NVIDIA Vera Rubin platform. This capacity will begin delivery starting early 2027.
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, bringing the total potential contract value to approximately $27 billion.
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.
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