Meta Signs $27 Billion Five-Year AI Infrastructure Deal With Nebius Group

Summary

Meta has announced a five-year, $27 billion AI infrastructure agreement with neocloud provider Nebius Group (NBIS). Under the deal, Nebius will provide Meta with $12 billion in dedicated GPU processing capacity leveraging the first large-scale deployments of Nvidia's Vera Rubin platform, with delivery beginning in early 2027. Nebius stock surged nearly 15% on the announcement. The deal signals the continued explosive growth in GPU-as-a-Service (GPUaaS) demand and the emergence of neocloud provi