Meta Seals $27 Billion AI Capacity Deal With Dutch Provider, Nebius
In Focus
- Nebius will supply Meta with AI computing capacity across multiple locations
- The company will deliver the capacity using NVIDIA’s Vera Rubin AI platform
- Meta had signed a $3 billion deal with Nebius in 2025
Nebius has signed a five-year deal valued at $27 billion to supply AI infrastructure capacity to Meta, Reuters reported. Under the Nebius Meta AI capacity deal, the company will supply AI computing capacity in multiple locations through to 2027 as demand for data center computing continues to surge.
How is the Nebius Meta AI Partnership Structured?
The Nebius Meta AI cloud deal is structured in two parts. Nebius has committed to provide $12 billion of dedicated capacity to the social media giant. Meta will also purchase additional capability worth $15 billion from the Dutch company over the next five years, if it is not sold to other customers.
Nebius plans to leverage large-scale deployments of NVIDIA’s next-generation Vera Rubin AI infrastructure platform to deliver the Meta AI infrastructure agreement starting in 2027. The Vera Rubin AI infrastructure is expected to be available in the second half of 2026.
Last week, NVIDIA committed a $2 billion investment in the company. The two firms plan to jointly design and deploy large-scale AI data centers, a strategic move that will give Nebius early access to NVIDIA’s newest computing technologies.
This is not the first time that Nebius has signed a deal with Meta. In November 2025, the Dutch company signed a $3 billion deal with the social media giant to provide Meta with high-performance computing power over five years.
Meta’s Focus on AI Data Centers
In recent years, Meta has been ramping up its AI computing capabilities with major investments. The company has signed strategic partnerships worth more than $100 billion with Google and NVIDIA. In August 2025, the social media giant struck a six-year cloud service deal with Google valued at over $10 billion.
These agreements will guarantee a consistent supply of the energy that the company needs to support its data-intensive AI operations. As tech companies race to secure data-center capacity for training and running artificial intelligence models, Nebius has been strengthening its role as a key AI infrastructure provider.
In September 2025, the company signed a $17.4 billion agreement with Microsoft to supply AI computing infrastructure. These developments have fueled investor enthusiasm. Nebius shares rose 13% in premarket trading on March 16, 2026.
The stock has nearly quadrupled in value over the last one year. Early this year, Nebius announced plans to increase capital spending amidst growing demand for data center capacity.
The Rush to Secure Computing Companies
The deal shows how U.S. tech giants are racing to secure scarce processor and power capacity as they expand their AI data-center networks. According to Nebius Arkady Volozh, the deal with Meta will help to “accelerate the build-out and growth” of the company’s core AI cloud unit.
Tech giants like Meta are increasingly turning to neocloud providers like Nebius and CoreWeave to supplement their own infrastructure. Neocloud companies are currently focused on supplying AI computing infrastructure. However, not all plan to evolve into full-scale cloud service providers.
