Meta Signs Up to $27 B AI Infrastructure Deal with Nebius, Deploying Nvidia’s Vera Rubin Chips

Meta has entered a five‑year AI infrastructure agreement with Dutch neocloud operator Nebius Group valued at up to $27 billion. The deal expands an existing partnership and will see Nebius deliver $12 billion of dedicated compute capacity built around Nvidia’s next‑generation Vera Rubin chips, with Meta eligible to purchase an additional $15 billion of capacity from future Nebius clusters. The agreement follows Nvidia’s $2 billion strategic investment in Nebius and represents a major step for both companies as Meta pursues aggressive AI spending and Nebius cements its role as a specialist AI‑native cloud provider.

Overview of the Meta‑Nebius Agreement

Meta has signed a long‑term AI infrastructure contract with Nebius Group, a Dutch neocloud operator, worth up to $27 billion over five years. The arrangement builds on an earlier $3 billion five‑year deal announced in November 2025, expanding Meta’s total committed spend with Nebius to $30 billion. The partnership is structured in two parts: Nebius will provide $12 billion of dedicated compute capacity across several locations starting in early 2027, and Meta can purchase up to $15 billion of additional capacity from upcoming Nebius clusters.

Technology Focus: Nvidia Vera Rubin Platform

The compute infrastructure will be centered on Nvidia’s Vera Rubin platform, the latest generation of AI‑specialist accelerators that succeed the Blackwell architecture. Nebius describes the deployment as one of the first large‑scale installations of Vera Rubin chips, leveraging its historic relationship with Nvidia and its access to cutting‑edge hardware. This technology focus underscores Meta’s desire to operate at the forefront of AI compute capabilities.

Strategic Context for Meta

Meta has made artificial intelligence its defining strategic priority, planning to allocate as much as $135 billion to AI‑related capital expenditures in 2026. The company also aims to invest $600 billion in U.S. infrastructure by 2028. The new Nebius contract fits within a broader industry trend where major tech firms are expected to spend roughly $650 billion on data‑center and AI equipment in 2026.

Nebius Group’s Position in the AI Cloud Market

Nebius, listed on Nasdaq and headquartered in Amsterdam, positions itself as a neocloud—a cloud provider built from the ground up for GPU‑intensive AI workloads. The company operates data centers in Finland, France, and the United States, and has recently secured a gigawatt‑scale AI factory approval. Nebius has attracted other large customers, including a September 2025 deal with Microsoft worth an initial $17.4 billion that could rise to $19.4 billion. Earlier in March 2026, Nvidia announced a $2 billion strategic investment in Nebius, covering AI factory design, inference stack development, and early access to future Nvidia architectures.

Financial and Market Impact

Nebius shares jumped 14 percent in pre‑market trading after the announcement. The company’s 2026 financial guidance remains unchanged, noting that capacity delivery under the new agreement will not begin until early 2027, meaning the financial impact will be realized primarily beyond the current fiscal year. Analysts view the deal as a significant validation of Nebius’s AI‑native cloud model and a boost to its long‑term growth prospects.

Implications for the AI Infrastructure Landscape

The Meta‑Nebius partnership highlights the growing importance of specialist AI‑native cloud providers that can offer large‑scale, GPU‑optimized capacity without the overhead of traditional hyperscalers. By securing a multi‑billion‑dollar commitment from Meta, Nebius strengthens its position as a key player in the emerging AI infrastructure ecosystem, while Meta secures access to cutting‑edge compute needed to advance its AI initiatives.