Meta has signed on to spend up to $27 billion on using AI cloud Nebius' AI infrastructure.
The contract will run for five years and span multiple locations. Nebius currently operates data centers in Finland, the UK, Iceland, France, and New Jersey and Missouri in the US.
The capacity will be based on what the companies described as one of the first "large-scale" deployments of the Nvidia Vera Rubin platform, with that portion accounting for up to $12 billion over five years, starting in 2027 when Nebius expects to roll out the compute.
First unveiled at Nvidia’s GTC event in March 2025, the Vera Rubin Superchip, which consists of an Arm-based Vera CPU and a Rubin GPU, is expected to be available in the second half of 2026.
The Rubin platform comprises six chips in total – the NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet Switch, in addition to the Vera CPU and Rubin GPU. Vera is the successor to Nvidia’s Grace CPU, while Rubin will succeed Blackwell, with Nvidia claiming Rubin will be capable of achieving 5x and 3.5x of inference and training performance, respectively, compared to Blackwell.
Meta has further committed to purchase additional available compute capacity across "certain upcoming Nebius clusters" also over a five-year period, with Nebius planning to sell capacity to third-party customers of its AI cloud and Meta to purchase any remaining capacity.
Arkady Volozh, founder and CEO of Nebius, said: “We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver.”
The AI cloud company has not changed its guidance for 2026.
Meta previously signed a $3bn Nebius contract in November 2025.
Earlier this month, Nebius secured $2bn in investment from chip designer Nvidia, which is said would be used to help the company "develop and deploy the next generation of hyperscale cloud for the AI market," including enabling Nebius to have early access to Nvidia's latest generation of chips.
This year so far, Nebius has revealed plans for a 240MW data center in France, and two in the US: one in Alabama, the other in Missouri.
Meta has been dramatically increasing its data center footprint - both through leases and self-built sites. The company launched "Meta Compute" at the start of this year, through which it says it will build "tens of gigawatts this decade, and hundreds of gigawatts or more over time."
Alongside its own gigawatt data center construction projects and aside from deals with Nebius, Meta has previously reportedly signed a $10bn+ cloud deal with Google in August, followed by a $14.2bn CoreWeave deal last September, and is said to be in talks with Oracle for a $20bn contract.
Earlier this month, the company was revealed to have committed to around $50bn in additional data center leases in the last quarter alone.
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