Nebius Secures $27B AI Infrastructure Agreement With Meta To Accelerate Core AI Cloud Growth

AI infrastructure firm Nebius introduced a brand new long-term AI infrastructure provide settlement with expertise firm Meta, increasing the collaboration between the 2 corporations.
Under the phrases of the five-year settlement, Nebius will present $12 billion in devoted computing capability throughout a number of areas. The infrastructure will probably be constructed round one of many first large-scale deployments of the NVIDIA Vera Rubin platform, with supply of this capability scheduled to start in early 2027.
In addition, as a part of having access to these NVIDIA Vera Rubin deployments, Meta has dedicated to buying extra obtainable computing capability from sure future Nebius clusters, with the potential worth reaching as much as $15 billion over the identical five-year interval. Nebius at present plans to supply this capability to third-party purchasers by its AI cloud companies enterprise, whereas any remaining capability could also be acquired by Meta.
The settlement carries a possible whole contract worth of roughly $27 billion.
“We are happy to broaden our important partnership with Meta as a part of securing extra giant, long-term capability contracts to speed up the build-out and development of our core AI cloud enterprise. We will proceed to ship,” stated Arkady Volozh in a written assertion.
Nvidia Invests $2B In Nebius As AI Infrastructure Race Intensifies
Nebius develops a full-stack platform designed to assist builders and organizations managing your complete lifecycle of synthetic intelligence techniques, from information processing and mannequin coaching to deployment in manufacturing environments. Built on intensive inside technological experience and working at scale throughout an increasing worldwide infrastructure community, the corporate supplies companies to each startups and huge enterprises growing AI merchandise, autonomous brokers, and digital companies around the globe.
Last week, Nvidia introduced that it will make investments $2 billion to amass an 8.3% stake within the undertaking, whose information facilities function utilizing Nvidia’s chips. Nvidia agreed to buy shares representing roughly 8.3% possession in Nebius at a worth of $94.94 per share. Shares of Nebius, which is headquartered in Amsterdam however listed on the Nasdaq, rose 13.8% to $109.72 by 1623 GMT following the announcement. The funding provides Nebius to the chipmaker’s rising portfolio of strategic stakes in corporations centered on synthetic intelligence and information heart infrastructure.
The newest funding displays a broader development of main US expertise corporations looking for to complement their inside AI data-center enlargement methods by securing restricted provides of GPUs and electrical capability from rising “neocloud” infrastructure suppliers comparable to Nebius. Companies on this class, together with Nebius and its US competitor CoreWeave, focus totally on offering specialised computing infrastructure however are additionally aiming to turn into large-scale cloud service suppliers in their very own proper.
Nebulous beforehand signed an preliminary $3 billion settlement with Meta in November and concluded a separate $17.4 billion cope with Microsoft in September.
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