TLDR
- Amsterdam-based Nebius Group secures massive five-year agreement with Meta featuring $12B in guaranteed revenue
- The total contract value could reach $27 billion if Meta exercises its option to purchase an additional $15 billion in computing capacity
- Infrastructure deployment scheduled to begin in early 2027 across several data center facilities
- The partnership expands on a previous $3 billion agreement between the two companies from November 2024
- Nebius relies on Nvidia hardware to deliver its AI cloud services
In what represents one of the most significant AI infrastructure agreements disclosed to date, Amsterdam-headquartered neocloud specialist Nebius Group announced Monday a landmark partnership with Meta Platforms. The five-year arrangement guarantees the social media giant $12 billion worth of dedicated AI computing resources.
Just in: $META signs an enormous $27 Billion cumulative AI spend contract with $NBIS.
Nebius was my top Neocloud AI Infrastruture DC pick.
Glad management is executing toward their $7-9B ARR target.
Nebius is up 14.79% premarket to $129.66. pic.twitter.com/RaaDWm1if0
— Serenity (@aleabitoreddit) March 16, 2026
Deployment of the infrastructure is planned across multiple data center sites, with the initial phase set to commence in early 2027.
However, the deal’s actual value could substantially exceed the guaranteed amount. According to the contract terms, Meta has secured the option to acquire an additional $15 billion in capacity from Nebius’s future infrastructure builds during the same five-year period — provided no other clients have already claimed that capacity.
This means the partnership could ultimately be worth $27 billion in total.
The relationship between the two organizations isn’t new. Back in November 2024, Nebius inked an initial $3 billion agreement with Meta. Monday’s announcement represents a substantial expansion of that original partnership.
As a neocloud provider, Nebius specializes in offering computing hardware and cloud infrastructure on a service basis to technology firms. The company builds its AI cloud offerings around Nvidia processors.
The Deal Structure
The guaranteed $12 billion represents the contract’s baseline commitment. Meta is contractually obligated for that portion. The supplementary $15 billion operates differently — Nebius needs to construct the infrastructure first, and Meta receives priority purchasing rights if alternative buyers haven’t already committed.
This framework provides Nebius with guaranteed income while simultaneously encouraging aggressive infrastructure expansion.
Nebius CEO Weighs In
Company founder and CEO Arkady Volozh characterized the agreement as validation of Nebius’s expansion strategy. He described the partnership as indicative of the company’s direction amid surging demand for AI computational resources.
Volozh has strategically positioned Nebius as a significant competitor in the AI infrastructure market, and this contract establishes the company as a serious rival to much larger cloud service providers.
Meta continues its aggressive AI infrastructure investment campaign. The social media platform has allocated up to $65 billion for AI-focused capital expenditures in 2025 alone, with arrangements like this demonstrating its strategy of diversifying infrastructure partnerships across numerous vendors.
Shares of Nebius, which trades on Nasdaq with ticker symbol NBIS, experienced significant upward movement following Monday’s announcement.
The company’s UK facility, which opened in November 2025 at Ark Data Centres in Chertsey, represents one of multiple locations Nebius is developing to accommodate this level of demand.
The announcement on Monday constitutes the largest publicly revealed contract in Nebius’s corporate history.
