Nebius Stock Jumps 12% on $27B Meta Cloud Deal and $2B Nvidia Stake
Nebius signed a cloud-computing partnership with Meta worth up to $27B, including $12B of capacity from 2027 and $15B in conditional purchases to 2032. Nebius shares surged 12% Monday, adding to a 30% monthly gain after Nvidia committed $2B for an 8.3% stake in 5GW of data center capacity.
1. Meta Partnership Details
Nebius has agreed to provide Meta with $12B of AI computing capacity starting in 2027 and has capacity earmarked for up to $15B more in purchases through 2032, creating a potential $27B cloud-computing arrangement.
2. Nvidia Strategic Stake
Nvidia invested $2B for an 8.3% equity position in Nebius, funding a planned expansion to deploy over 5 gigawatts of data center power by 2030 to support high-performance AI workloads.
3. Nebius Stock Performance
Following the Meta agreement and Nvidia investment, Nebius shares climbed 12% on the announcement day, building on a 30% advance over the prior month as investors price in significant contract-driven growth.
4. Long-Term Infrastructure Outlook
Nebius' AI-capacity focus aligns with projections to scale its data center footprint into multiple gigawatts, positioning it as a primary supplier to hyperscalers requiring massive compute resources for next-generation artificial intelligence.