- Nebius stated that Meta has committed to purchase additional available compute capacity across some of its upcoming clusters, totaling to $15 billion.
- The company added that while it intends to sell additional cloud compute capacity of its upcoming clusters to third-party customers, Meta will take up the remaining capacity.
- Nebius stated that the delivery of this AI infrastructure capacity using Nvidia’s Vera Rubin platform will begin in early 2027.
Nebius Group NV (NBIS) shares soared more than 15% in Monday’s pre-market trade after the company announced a new long-term AI infrastructure agreement with Meta Platforms Inc. (META).
Under the five-year agreement, Nebius stated that it will provide $12 billion in dedicated capacity to Meta across its locations. The company said that this will be one of the first large-scale deployments of Nvidia Corp.’s (NVDA) new Vera Rubin platform.
The company also stated that Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion during this period.
Retail sentiment on Stocktwits around Nebius trended in the ‘bullish’ territory with message volumes at ‘high’ levels. NBIS was the top trending ticker on Stocktwits at the time of writing.
Delivery To Begin Early 2027
Nebius stated that the delivery of this AI infrastructure capacity using Nvidia’s Vera Rubin platform will begin in early 2027.
The company added that while it intends to sell additional cloud compute capacity of its upcoming clusters to third-party customers, Meta will take up the remaining capacity.
Nebius added that its 2026 fiscal guidance remains unchanged. During its fourth-quarter (Q4) earnings call, the company guided 2026 revenue to be in the $3 billion to $4 billion range, while the Wall Street consensus estimate is at $3.33 billion, according to Fiscal.ai data.
“We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business,” said Nebius founder and CEO, Arkady Volozh.
Meta’s Ongoing Partnership With Nebius
Meta’s new $27 billion deal with Nebius builds on an ongoing partnership between the two companies. Meta and Nebius struck a $3 billion deal in November 2025 for AI infrastructure. The Dutch company said that this contract had to be restricted to the capacity that Nebius had available.
Prior to the Meta deal, Nebius signed a $17.4 billion agreement with Microsoft Corp. (MSFT) in September 2025 to deliver AI infrastructure.
NBIS stock is up 35% year-to-date, while META stock is down 7%. The iShares Core MSCI EAFE ETF (IEFA) is up 18% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 17%.
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