Mon, Mar 16, 2026
Nebius signs AI infrastructure agreement with Meta worth up to ~$27 billion
Key points
- Signed a new long-term AI infrastructure supply agreement with Meta, announced March 16, 2026.
- Nebius will provide $12 billion of dedicated capacity across multiple locations over five years, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform, with delivery starting early 2027.
- Meta additionally committed to purchase up to $15 billion of available compute capacity across certain upcoming Nebius clusters over a five-year period.
- Total contract value of up to approximately $27 billion.
- Nebius's guidance for 2026 remains unchanged.
Deal
MetaMar 2026
Contract value$27B
Duration5 years
Expected launchearly 2027