Nebius Group, an AI company, has signed a long-term agreement with Meta to supply AI infrastructure, expanding an existing relationship between the two companies. The total potential contract is valued at approximately US$ 27 billion over five years.
According to a press release, Nebius will provide US$ 12 billion in dedicated compute capacity across multiple locations under the five-year deal. The infrastructure will be built on one of the first large-scale deployments of the NVIDIA Vera Rubin platform, a next-generation GPU architecture designed for large AI workloads. Nebius expects to begin delivering capacity in early 2027 as new data center clusters come online.
Arkady Volozh, founder and CEO, Nebius, said, “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.”
The agreement centers on dedicated infrastructure reserved for Meta, but it also includes a broader capacity arrangement tied to upcoming Nebius clusters. In connection with the Vera Rubin deployments, Meta has committed to purchase up to US$ 15 billion in additional compute capacity over the same five-year period. Nebius intends to sell the clusters’ capacity primarily to other customers of its AI cloud platform, with Meta purchasing any remaining available compute resources.
The deal reflects growing demand for large-scale AI infrastructure from major technology companies building and operating foundation models and other large AI systems. Nebius has been expanding its AI cloud business by building new high-performance compute clusters designed specifically for training and running large models.
The agreement supports its broader strategy of securing long-term infrastructure commitments while continuing to sell compute capacity to a wider base of AI developers and enterprises. The company has been investing in new data center capacity and next-generation GPU platforms as demand for AI compute continues to grow.