Meta Commits Up to $27bn for Nvidia-Powered AI Cloud Capacity from Nebius
Meta has agreed to purchase up to $27bn in AI cloud capacity from Dutch infrastructure provider Nebius Group over five years. The deal includes $12bn of dedicated Nvidia Vera Rubin-powered capacity beginning in early 2027, with an optional $15bn additional commitment.
1. Meta and Nebius $27bn Infrastructure Agreement
Meta Platforms has signed a long-term supply deal with Nebius Group to purchase up to $27bn of AI cloud capacity over five years. The agreement secures $12bn of dedicated compute powered by Nvidia's Vera Rubin platform.
2. Delivery Timeline and Commitment Structure
Nebius will begin deploying the initial $12bn capacity across multiple global locations in early 2027, with Meta pledging to acquire up to $15bn more compute power from future Nebius clusters later in the five-year term.
3. Nvidia Partnership and Nebius Growth
Nvidia’s $2bn investment in Nebius underpins the expansion of AI cloud services, enabling deployment of over 5GW of compute by 2030. Nebius has a $20bn contract backlog and saw 479% revenue growth in 2025, positioning it for increased capacity demands.