Nebius Group has signed a long-term agreement with Meta to provide large-scale artificial intelligence infrastructure as part of the social media company’s expanding data center strategy. The contract has a total potential value of up to $27 billion over five years.
Under the agreement, Nebius will supply approximately $12 billion in dedicated AI computing capacity across multiple locations. The infrastructure will be built on one of the first large-scale deployments of Nvidia’s Vera Rubin computing platform.
Nebius expects to begin delivering the capacity starting in early 2027.
Meta has also committed to purchasing additional computing resources from Nebius clusters as they become available. The total value of these additional purchases could reach $15 billion during the five-year contract period.
Nebius plans to offer the majority of the new infrastructure capacity to its broader AI cloud customer base. Any remaining unused capacity will be reserved for Meta under the agreement.
Expanding AI Cloud Infrastructure
The deal reflects increasing demand for large-scale computing infrastructure as technology companies train and deploy more advanced AI systems. Large models and AI agents require enormous amounts of computing power, driving companies to secure long-term infrastructure agreements.
Nebius has positioned itself as a dedicated AI cloud provider, focusing on high-performance computing environments optimized for machine learning workloads. The company operates specialized infrastructure designed for training and inference tasks used by AI developers and enterprises.
Arkady Volozh, founder and chief executive of Nebius, said the agreement strengthens the company’s collaboration with Meta while supporting the expansion of its AI cloud business.
“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,” Volozh said.
The partnership also supports Nebius’s broader strategy of building large-scale AI data centers based on Nvidia’s next-generation accelerated computing platforms.
Nebius said its financial guidance for 2026 remains unchanged following the announcement.
