Nebius secures $27B AI infrastructure commitment from Meta Platforms

The Dutch cloud computing company's stock soars over 14% on the landmark deal.

Mar. 17, 2026 at 1:42am

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Nebius Group NV, a Dutch cloud computing infrastructure company, has secured a $27 billion deal with Meta Platforms Inc. to provide $12 billion of dedicated artificial intelligence compute capacity and an additional $15 billion in available compute capacity over the next five years. The deal represents a major milestone for Nebius, which has emerged as a leading player in the fast-growing AI cloud infrastructure industry.

Why it matters

This deal solidifies Nebius's position as a key player in the rapidly expanding AI infrastructure market, where major tech giants like Meta, Amazon, Google, and Microsoft are investing heavily. It also demonstrates Nebius's ability to secure large-scale commitments from industry leaders, which should help the company continue to grow and scale its offerings.

The details

Under the terms of the deal, Nebius will provide Meta with $12 billion of dedicated AI compute capacity across multiple data center locations, including what will be one of the world's first large-scale deployments of Nvidia's new Vera Rubin chips. Meta has also committed to purchasing up to an additional $15 billion in available compute capacity from Nebius over the next five years. The deal comes just months after Nebius secured a $17 billion commitment from Microsoft.

  • Nebius secured the $27 billion deal with Meta Platforms in March 2026.
  • Nebius listed on the New York Stock Exchange in 2024, and its stock has since soared more than 400%.

The players

Nebius Group NV

A Dutch cloud computing infrastructure company that has emerged as one of Europe's leading players in the fast-growing AI cloud infrastructure industry.

Meta Platforms Inc.

The parent company of Facebook, Instagram, and other social media platforms, which is racing to build out its AI infrastructure.

Nvidia Corp.

A technology company that produces graphics processing units (GPUs) and other computing components, which will be used in one of the world's first large-scale deployments of its new Vera Rubin chips as part of the Nebius-Meta deal.

Microsoft Corp.

A technology company that previously secured a $17 billion commitment from Nebius, another landmark deal for the cloud computing infrastructure company.

Arkady Volozh

The co-founder and Chief Executive of Nebius Group NV.

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What they’re saying

“This deal will help to 'accelerate the buildout and growth of our core AI cloud business.'”

— Arkady Volozh, Co-founder and Chief Executive, Nebius Group NV (SiliconANGLE)

What’s next

Nebius is expected to use the funding from the Meta deal to further expand its AI cloud infrastructure offerings and secure additional commitments from other major tech companies.

The takeaway

Nebius's ability to secure a $27 billion commitment from Meta Platforms, one of the world's largest tech companies, solidifies its position as a leading player in the rapidly growing AI cloud infrastructure market. This deal, along with Nebius's previous $17 billion agreement with Microsoft, demonstrates the company's potential to continue scaling its business and capitalizing on the surging demand for AI-powered computing resources.