By DataCenterKnowledge
Publication Date: 2026-03-16 15:41:00
Meta and AI cloud provider Nebius Group have signed a long-term infrastructure supply agreement worth up to $27 billion, deepening the companies’ collaboration as hyperscalers race to secure next-generation AI compute capacity.
Under the five-year deal, Nebius will deliver approximately $12 billion in dedicated AI infrastructure across multiple global locations, based on one of the first large-scale deployments of Nvidia’s Rubin (“Vera Rubin”) platform. The company said new clusters are expected to begin coming online in early 2027.
Beyond the dedicated allocation, Meta has also committed to purchasing additional available compute capacity from future Nebius AI cloud clusters. Nebius plans to initially offer that capacity to its broader AI cloud customer base, with Meta agreeing to purchase any remaining capacity up to a total of $15 billion over the five-year term.
Taken together, the commitments bring the potential contract value to roughly $27 billion.
Matt Kimball, vice president and principal analyst at Moor Insights & Strategy, said the deal represents a major validation for Nebius Group in an increasingly crowded neocloud market. “Meta is huge for Nebius – and frankly for the entire neocloud segment. That’s a massive book of business,” Kimball said. “There are a lot of neocloud providers out there fighting for attention and headlines, but the real question is: who’s actually using your…
