Nebius (NBIS) Stock Surges After Signing $27B Meta AI Deal

TLDR

• Nebius Group has signed a five-year AI infrastructure deal with Meta worth a guaranteed $12 billion
• Meta can purchase an additional $15 billion in capacity, bringing the total deal value to up to $27 billion
• Capacity will be delivered across multiple data center locations starting in early 2027
• This follows an initial $3 billion deal Nebius signed with Meta back in November 2024
• Nebius uses Nvidia processors to power its AI cloud infrastructure

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Nebius Group, the Amsterdam-based neocloud company, has landed one of the largest AI infrastructure contracts seen so far. The company announced Monday it has signed a five-year deal with Meta Platforms to supply $12 billion in dedicated AI computing capacity.

The capacity will be delivered across multiple data center locations, with rollout beginning in early 2027.

But the headline number could go much higher. Under the terms of the agreement, Meta has committed to buying up to an additional $15 billion worth of capacity from upcoming Nebius clusters over the same five-year window — but only if that capacity isn’t sold to other customers first.

Nebius Group N.V., NBIS

That puts the total potential contract value at $27 billion.

This is not the first time these two companies have done business. Nebius signed an initial $3 billion deal with Meta in November 2024. Monday’s announcement is a major step up from that earlier agreement.

Nebius operates as a neocloud provider, meaning it sells computing hardware and cloud capacity as a service to other tech companies. It relies on Nvidia processors to deliver AI cloud infrastructure to its clients.

The Deal Structure

The $12 billion figure is the guaranteed floor. Meta is locked in for that amount. The remaining $15 billion is more conditional — Nebius must build it, and Meta gets first right of refusal if no other buyer steps in.

That structure gives Nebius both revenue certainty and a strong incentive to keep expanding its infrastructure footprint.

Nebius CEO Weighs In

Nebius founder and CEO Arkady Volozh said the deal reflects the company’s continued growth trajectory. He welcomed the agreement as a sign of where Nebius is headed as demand for AI compute keeps climbing.

Volozh has been building Nebius into a major player in the AI infrastructure space, and this deal puts the company firmly on the map alongside much larger cloud providers.

Meta has been aggressively investing in AI infrastructure. The company has committed to spending up to $65 billion on AI-related capital expenditure in 2025 alone, and deals like this one show how it is spreading that investment across multiple providers.

Nebius, which is listed on Nasdaq under the ticker NBIS, saw its stock move sharply higher on the news Monday morning.

The company’s UK data center, launched in November 2025 at Ark Data Centres in Chertsey, is one of several facilities Nebius is building out to meet this kind of demand.

Monday’s announcement marks the largest publicly disclosed deal in Nebius’s history.

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