Meta locks in up to $27B AI capacity deal with Nebius, signaling neocloud scale-up
Amsterdam based neocloud Nebius signed a five-year AI infrastructure deal with hyperscaler Meta , valued at up to $27 billion. Starting in early 2027, Nebius will deliver dedicated NVIDIA Vera Rubin-based AI capacity with a total commitment of $12 billion. Nebius is a unified cloud solution for AI, providing end-to-end tools for the development and deployment of AI. āWe are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business,ā says Arkady Volozh, founder and CEO of Nebius. Meta committed to purchasing additional compute capacity worth up to $15 billion over the next five years. This deal will accelerate the expansion of Nebius's AI cloud product line and deepen its partnership with Meta. Nebius plans to resell its excess capacity to third-party customers with Meta purchasing all unutilized capacity. Meta previously purchased capacity from Nebius worth $3 billion that went live in February, 2026. Nebius's 2026 financial guidance is unchanged under the new agreement. Nvidia also doubled down on neoclouds with a recent $2B investment in Nebius .
Amsterdam-based neocloud provider Nebius has secured a significant five-year AI infrastructure deal with hyperscaler Meta, valued at up to $27 billion. This agreement marks a substantial expansion of Meta's commitment to Nebius's AI capabilities and signals a scale-up in the neocloud market.
Under the terms of the deal, starting in early 2027, Nebius will deliver dedicated NVIDIA Vera Rubin-based AI capacity with a total commitment of $12 billion. Nebius, a unified cloud solution for AI, offers end-to-end tools for the development and deployment of AI applications. Arkady Volozh, founder and CEO of Nebius, expressed his satisfaction with the expanded partnership, stating, "We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business."
Meta has committed to purchasing additional compute capacity worth up to $15 billion over the next five years. This deal will accelerate the expansion of Nebius's AI cloud product line and deepen its partnership with Meta. Nebius plans to resell its excess capacity to third-party customers, with Meta purchasing all unutilized capacity. This arrangement ensures that Nebius can efficiently manage its resources while meeting the growing demand for AI infrastructure.
Meta previously purchased capacity from Nebius worth $3 billion, which went live in February 2026. The recent agreement does not alter Nebius's 2026 financial guidance, indicating that the company remains on track to meet its financial targets. This stability is likely due to the long-term nature of the deal, which provides Nebius with predictable revenue streams.
NVIDIA's recent $2 billion investment in Nebius further underscores the company's commitment to the neocloud market. This investment not only strengthens Nebius's position as a leader in AI infrastructure but also reinforces NVIDIA's dedication to advancing AI technologies. The combined efforts of Meta, Nebius, and NVIDIA are poised to drive innovation in the AI space and contribute to the rapid growth of the neocloud industry.
The deal between Meta and Nebius highlights the increasing importance of AI infrastructure in today's technological landscape. As businesses and organizations continue to leverage AI for various applications, the demand for robust and scalable AI solutions will only grow. This agreement not only secures Meta's position as a key player in the AI market but also positions Nebius as a critical partner in the neocloud ecosystem.
In conclusion, the $27 billion deal between Meta and Nebius represents a significant milestone in the neocloud market. It underscores the growing importance of AI infrastructure and signals a robust future for the industry. With Meta's substantial investment and Nebius's commitment to expanding its AI cloud product line, the partnership is poised to drive innovation and accelerate the adoption of AI solutions across various industries.
