TLDR
- Amsterdam-based Nebius Group announces a five-year AI infrastructure agreement with Meta valued at a minimum of $12 billion
- The agreement includes an option for Meta to acquire an additional $15 billion in computing capacity, potentially reaching $27 billion total
- Infrastructure deployment begins in early 2027 across multiple data center facilities
- The announcement builds on a previous $3 billion partnership between Nebius and Meta from November 2024
- Nebius leverages Nvidia processing technology to deliver its AI cloud solutions
In what represents one of the most substantial AI infrastructure agreements announced to date, Amsterdam-headquartered neocloud provider Nebius Group revealed Monday that it has entered into a five-year partnership with Meta Platforms valued at $12 billion in guaranteed AI computing resources.
Just in: $META signs an enormous $27 Billion cumulative AI spend contract with $NBIS.
Nebius was my top Neocloud AI Infrastruture DC pick.
Glad management is executing toward their $7-9B ARR target.
Nebius is up 14.79% premarket to $129.66. pic.twitter.com/RaaDWm1if0
— Serenity (@aleabitoreddit) March 16, 2026
The computing infrastructure will be deployed across several data center facilities, with initial availability scheduled for early 2027.
However, the deal’s value could escalate significantly. According to the contract terms, Meta retains the right to acquire up to an additional $15 billion in capacity from future Nebius infrastructure clusters during the same five-year period — provided this capacity remains available and hasn’t been allocated to alternative clients.
Combined, this positions the maximum potential agreement value at $27 billion.
This partnership represents an expansion of an existing business relationship. The two technology giants originally entered into a $3 billion agreement in November 2024. Monday’s disclosure represents a substantial expansion beyond that initial commitment.
As a neocloud infrastructure provider, Nebius delivers computing hardware and cloud services to enterprise technology clients. The company powers its AI cloud offerings using Nvidia processors.
The Deal Structure
The guaranteed baseline stands at $12 billion. Meta has contractually committed to this portion. The additional $15 billion operates under different parameters — Nebius must construct the infrastructure, and Meta maintains priority purchasing rights should the capacity remain unsold to other parties.
This framework provides Nebius with predictable revenue commitments while simultaneously motivating aggressive infrastructure expansion.
Nebius CEO Weighs In
Company founder and chief executive Arkady Volozh characterized the partnership as validation of Nebius’s momentum. He expressed enthusiasm about the agreement, viewing it as confirmation of the company’s strategic direction amid surging demand for AI computational resources.
Volozh has positioned Nebius as a significant competitor in the AI infrastructure market, and this landmark deal establishes the company among much larger established cloud service providers.
Meta continues its aggressive AI infrastructure investment strategy. The social media giant has allocated up to $65 billion for AI-focused capital expenditures in 2025 alone, with partnerships like this demonstrating its diversified vendor approach.
Trading on Nasdaq under ticker symbol NBIS, Nebius experienced significant upward stock movement following Monday morning’s announcement.
Among the facilities supporting this demand is Nebius’s UK data center, which became operational in November 2025 at Ark Data Centres’ Chertsey location, representing one of multiple sites the company is developing.
This announcement constitutes the largest confirmed contract in Nebius’s corporate history.
