"Meta has signed a new long-term AI infrastructure agreement with Dutch neocloud operator Nebius Group worth up to $27 billion over five years, in one of the most significant AI compute deals announced to date. The deal, disclosed on 16 March 2026, dramatically expands an existing commercial relationship between the two companies, and arrives just five days after Nvidia announced a $2 billion strategic investment in Nebius as part of a separate partnership."
"Under the first, Nebius will provide $12 billion of dedicated compute capacity across multiple locations, starting in early 2027. That infrastructure will be built around what Nebius describes as one of the first large-scale deployments of Nvidia's Vera Rubin platform, the chip maker's latest generation of AI-specialist accelerators."
"Under the second part of the deal, Meta has committed to purchase additional available capacity from certain upcoming Nebius clusters up to a total of $15 billion over the same five-year period. Nebius says it intends to sell that capacity to third-party customers first, with any remaining capacity going to Meta."
Meta and Nebius Group have established a major five-year AI infrastructure partnership valued at up to $27 billion, significantly expanding their existing relationship. The deal comprises two components: Nebius will provide $12 billion in dedicated compute capacity across multiple locations starting early 2027, built around Nvidia's new Vera Rubin AI accelerator platform. Additionally, Meta committed to purchasing up to $15 billion in available capacity from future Nebius clusters, with third-party customers receiving priority access to remaining capacity. This agreement represents one of the largest AI compute deals announced and follows Nvidia's separate $2 billion strategic investment in Nebius. Nebius shares surged 14% in pre-market trading following the announcement, though the company maintained its 2026 financial guidance since capacity delivery begins in 2027.
Read at TNW | Meta
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