Meta Locks In $27 Billion AI Infrastructure Deal With Nebius
Five-year agreement tied to future Nvidia systems reflects tightening supply of advanced infrastructure.
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Amsterdam-based AI cloud firm Nebius has signed a long-term infrastructure agreement with Meta Platforms worth up to $27 billion, as technology firms race to secure computing capacity for advanced artificial intelligence workloads.
The deal, announced on Monday, includes a five-year commitment under which Nebius will provide about $12 billion of dedicated AI compute capacity across multiple locations, the company said in a statement.
Meta has also agreed to purchase up to an additional $15 billion in capacity over the same period, depending on availability, bringing the total potential contract value to roughly $27 billion.
The infrastructure will be built on Nvidia’s Vera Rubin platform, a next-generation AI supercomputing architecture designed to support large-scale models, including systems requiring long-context reasoning and agentic capabilities. The platform is expected to become commercially available in the second half of 2026.
The agreement reflects intensifying competition among large technology companies to secure access to high-performance computing as AI models grow more complex and resource-intensive.
Earlier this month, Nvidia said it would invest $2 billion in Nebius as part of a broader strategic partnership to develop hyperscale AI cloud infrastructure for enterprise and AI-native customers. The partnership builds on Nebius’s existing deployment of Nvidia systems and includes plans to scale capacity across multiple global sites.
Nvidia has said the collaboration could enable Nebius to deploy more than 5 gigawatts of AI computing capacity by the end of the decade, positioning it among a small group of providers building large-scale “AI factories.”
Nebius said it expects to begin delivering capacity under the Meta agreement from early next year, with additional clusters coming online through the contract period.
The company plans to allocate part of the infrastructure to third-party customers, while reserving committed capacity for Meta under the agreement.
“We are pleased to expand our partnership with Meta as we secure larger, long-term capacity contracts to accelerate the growth of our AI cloud business,” Chief Executive Arkady Volozh said in the statement.
The deal follows a series of large-scale infrastructure agreements across the industry, as companies seek to lock in access to computing resources amid tightening supply of advanced chips and data center capacity.
Nebius, which focuses on providing cloud infrastructure for AI developers and enterprises, has been expanding its footprint in the US and Europe. In September 2025, the company signed a separate multi-year agreement to supply AI infrastructure to Microsoft from a data center in New Jersey.
