Meta has signed a new five-year agreement to buy up to about $27 billion in AI infrastructure from Nebius, the Dutch cloud company said Monday.
Nebius said the deal includes $12 billion in dedicated capacity across multiple locations, with delivery set to begin in early 2027. The deployment will be based on one of the first large-scale rollouts of NVIDIA’s Vera Rubin platform, according to the company.
The agreement also gives Meta access to additional compute capacity across certain upcoming Nebius clusters, worth up to $15 billion over five years. Nebius said it currently intends to sell that capacity to third-party AI cloud customers first, with any remaining capacity to be purchased by Meta.
Nebius said the total contract value is up to approximately $27 billion.
Founder and CEO Arkady Volozh said the agreement expands the company’s partnership with Meta as Nebius pursues more large, long-term capacity contracts to support growth in its AI cloud business.
The company said its 2026 guidance remains unchanged.
The agreement, announced from Amsterdam on March 16, 2026, further ties Nebius’s growth plans to rising demand for large-scale AI infrastructure as major technology companies continue investing heavily in computing capacity.
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