Overview
- Nebius will supply $12 billion of dedicated AI capacity over five years, with Meta able to buy up to $15 billion more if future Nebius cluster capacity is not sold to other customers.
- Deliveries are scheduled to start in early 2027 across multiple locations using one of the first large‑scale deployments of Nvidia’s Vera Rubin platform.
- The agreement structures the optional capacity for third‑party clients first, leaving Meta to purchase any remaining availability.
- Nvidia last week agreed to invest $2 billion for a reported 8.3% stake in Nebius as part of a strategic partnership to develop next‑generation AI data centers.
- Nebius shares rose roughly 14% in premarket trading on the news, and the company said its 2026 guidance remains unchanged.