Meta signs $27 billion deal with Nebius for AI infrastructure
Aerial view shows a billboard advertising an artificial intelligence (AI) company on September 16, 2025 in San Francisco, California.
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Meta Signs new long-term deal to spend up to $27 billion on Dutch cloud provider nebiusThe company announced on Monday that its artificial intelligence infrastructure has been developed.
Shares of Nebius rose 14% in premarket trading.
Over the next five years, Nebius will provide $12 billion of dedicated capacity in various locations, including what the company says will be one of its first large-scale deployments. ‘Nvidia’The latest AI expert Vera Rubin chips.
Meta has also committed to purchasing additional available computing capacity from Nebius for a total value of up to $15 billion over five years.
Netherlands-based Nebius has emerged as one of Europe’s leading players in the rapidly evolving field of artificial intelligence cloud computing. The company has seen a more than 400% increase in its share price since its initial public offering in New York in 2024.
Nebius shares from the beginning of the year to today
“We are pleased to expand our important partnership with Meta as part of securing larger, long-term capacity contracts to accelerate the development and growth of our core AI cloud business,” Nebius founder and CEO Arkady Volozh said in a statement. he said.
Citi said Monday that it had initiated coverage of Nebius with a buy/high risk rating, backed by a “different view on the AI data center.” [total addressable market] growth, margin improvement and capital efficient scaling of NBIS.”
Meta is part of a group of hyperscalers that plan to spend big as they race to build infrastructure that will power the AI boom.
The company said AI-related capital spending will be between $115 billion and $135 billion this year, as part of hyperscalers’ total $700 billion spending. Amazon, Alphabet And Microsoft.
It comes as investors flock to the artificial intelligence cloud computing sector. UK-based artificial intelligence data center startup Nscale announced last week that it had raised $2 billion from investors, including Nvidia, at a valuation of $14.6 billion.
The chip giant also announced last week that it would invest $2 billion in Nebius, causing the Dutch company’s shares to rise 16%.
Nebius was founded in 2022 and listed in New York in 2024, following the restructuring of Russian company Yandex’s operations outside its home market. The share price is up more than 200% in 2025 and is up 35% so far in 2026.
The company also signed a deal in September to provide Microsoft with computing resources worth up to $19.4 billion over five years.
