Meta Enters $27 Billion AI Infrastructure Agreement with Nebius

Nebius Group has entered into a multi-year agreement with Meta Platforms to supply artificial intelligence computing capacity, with the total deal value reaching up to $27 billion, as per Reuters report.  

The contract includes a confirmed $12 billion commitment for infrastructure to be deployed across multiple locations by 2027. 

Meta has also agreed to purchase up to $15 billion in additional capacity over 5 years, depending on availability.  

Capacity and Technology 

The infrastructure will support large-scale AI workloads and is to include deployment of Nvidia’s latest generation chips, referred to as Vera Rubin.  

These systems are designed to handle high-performance computing requirements tied to AI model training and deployment. 

Nebius continues to position itself as a specialist provider focused on AI-focused cloud services rather than general-purpose cloud computing.  

The company has been expanding its data centre capacity to meet demand from large technology clients. 

Financials and Stock Movement 

Nebius shares, listed on Nasdaq, closed at $112.50 on Friday and have risen about 35% so far in 2026. The company’s market capitalisation stands at approximately $28.6 billion. Following the announcement, the stock rose more than 11% in premarket trading. 

Since its 2024 listing in New York, the stock has gained over 400%, including a rise of more than 200% in 2025. 

In its latest results, Nebius reported a fourth-quarter net loss of $250 million on revenue of $228 million. It expects revenue to reach an annualised run rate of $7 billion to $9 billion by the end of 2026, compared with $1.25 billion at the end of 2025. 

Industry Context 

The agreement shows ongoing demand for computing capacity as companies increase spending on artificial intelligence.  

Meta has projected capital expenditure of $115 billion to $135 billion this year, while total planned spending by major technology firms is estimated at around $700 billion. 

Read More: What is Anthropic’s Market Cap and Share Price in 2026? 

Conclusion 

The deal underlines the scale at which long-term contracts are being used to secure AI computing capacity, as demand continues to outpace available supply. 

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