Key Highlights
- Amsterdam-based Nebius Group finalizes a five-year AI infrastructure agreement with Meta valued at a minimum of $12 billion
- The deal includes an option for Meta to acquire up to $15 billion in additional capacity, potentially totaling $27 billion
- Infrastructure deployment scheduled to begin at various data center sites in early 2027
- The agreement builds upon a previous $3 billion partnership announced between Nebius and Meta in November 2024
- Nebius leverages Nvidia processing technology for its AI cloud services
Nebius Group, an Amsterdam-headquartered neocloud provider, has secured what stands as one of the most significant AI infrastructure agreements to date. On Monday, the company revealed its five-year partnership with Meta Platforms to deliver $12 billion in dedicated AI computing resources.
Deployment of this infrastructure will span several data center facilities, with the initial rollout scheduled for early 2027.
However, the agreement’s value could extend substantially beyond the base commitment. According to the contract terms, Meta has secured the right to purchase an additional $15 billion in capacity from future Nebius infrastructure clusters throughout the five-year period — provided this capacity remains available and hasn’t been allocated to competing customers.
This brings the maximum potential deal value to an impressive $27 billion.
The partnership between these technology firms isn’t new. The companies initially collaborated on a $3 billion agreement in November 2024. Monday’s revelation represents a substantial expansion beyond that original contract.
As a neocloud provider, Nebius specializes in delivering computing hardware and cloud infrastructure as a service to technology enterprises. The company utilizes Nvidia processors as the foundation for its AI cloud offerings to customers.
Understanding the Agreement’s Framework
The $12 billion baseline represents Meta’s firm commitment. This amount is non-negotiable and guaranteed. The additional $15 billion component operates under different terms — Nebius must construct the infrastructure, with Meta holding priority purchasing rights should the capacity remain unsold to other clients.
This arrangement provides Nebius with guaranteed revenue while simultaneously motivating aggressive infrastructure expansion.
CEO Comments on Partnership
Arkady Volozh, founder and chief executive of Nebius, characterized the agreement as validation of the company’s expansion strategy. He emphasized that the partnership demonstrates Nebius’s trajectory amid escalating demand for AI computational resources.
Volozh has been positioning Nebius as a significant force within the AI infrastructure sector, and this contract establishes the company as a serious competitor alongside established cloud service giants.
Meta continues its aggressive AI infrastructure investment strategy. The social media giant has allocated up to $65 billion for AI-focused capital expenditures in 2025 alone, with agreements like this illustrating its strategy of diversifying infrastructure investments across multiple vendors.
Shares of Nebius, trading on Nasdaq under ticker NBIS, experienced significant upward movement following Monday’s announcement.
The company’s United Kingdom data center facility, which became operational in November 2025 at Ark Data Centres in Chertsey, represents one of multiple locations Nebius is developing to satisfy growing client requirements.
Monday’s revelation constitutes the largest publicly announced contract in Nebius’s corporate history.
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