Meta Commits $12B to Nebius with $15B Option and 20% Layoffs
Meta will invest $12 billion in Nebius Group for dedicated GPU capacity with a $15 billion option over five years and cut about 20 percent of its roughly 76 000-employee workforce. The agreement includes deployment of Nvidia’s Blackwell and H200 GPUs and coincided with a 14 percent surge in Nebius stock.
1. Major AI Infrastructure Investment
Meta will invest $12 billion in Nebius Group for dedicated GPU capacity with a $15 billion option over five years to secure compute resources essential for its AI development roadmap.
2. Planned Workforce Reductions
The company plans to cut roughly 20 percent of its approximately 75 945-strong global workforce, reflecting a shift to streamline operations and reallocate resources toward high-priority AI infrastructure projects.
3. Partnership with Nvidia
The Nebius agreement includes deployment of Nvidia’s advanced Blackwell and H200 GPU platforms, and Nvidia will invest $2 billion into Nebius, reinforcing Meta’s strategy to lock in next-generation compute capacity at scale.