Nebius Group has unveiled a new arrangement with Meta concerning AI infrastructure, valued at up to $27 billion. This marks their second significant deal, following the $3 billion contract secured in November 2025.
Nebius Group disclosed in a press release that it has entered into a long-term agreement with Meta (whose operations are deemed extremist and banned in Russia) for the provision of AI infrastructure. The estimated worth of this newly announced contract is approximately $27 billion.
The official statement indicated, “Under the terms of this five-year accord, Nebius will dedicate capacity resources amounting to $12 billion across multiple sites, leveraging one of the initial large-scale deployments of the NVIDIA Vera Rubin platform. The commencement of these capacity deliveries is scheduled for early 2027.”
Arkady Volozh, the Founder and CEO of Nebius, emphasized the importance of this collaboration with Meta.
This transaction with Meta underscores Nebius’s rapid expansion within the AI infrastructure sector. In September 2025, the firm secured a contract with Microsoft valued close to $17.4 billion. Later that November, Nebius finalized its initial agreement with Meta for $3 billion. Furthermore, in March 2026, Nvidia announced a strategic alliance with Nebius, including a $2 billion investment, granting Nebius early entry to cutting-edge Nvidia technologies and the capability to deploy over 5 GW of Nvidia systems by the close of 2030.
The announcement triggered a sharp uptick in stock performance; Nebius shares surged by 15–18% during after-hours trading. Over the span of the past year, the company’s stock valuation has nearly quadrupled.
Meta CEO Mark Zuckerberg had previously announced intentions to allocate $600 billion toward infrastructure projects within the US by 2028. Current projections suggest that major technology corporations will channel roughly $650 billion into data center construction and the procurement of AI service hardware throughout 2026.
About the Author
