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“Nebius Surges After $27 Billion AI Infrastructure Deal With Meta”🚨🚨🚨

Shares of Nebius jumped sharply Monday after the Amsterdam-based AI infrastructure company announced a massive five-year agreement worth up to $27 billion with Meta Platforms.

Under the deal, Meta will initially purchase $12 billion in dedicated AI computing capacity from Nebius across multiple global locations. The deployment will include one of the first large-scale rollouts of Nvidia’s next-generation Vera Rubin AI platform, developed by Nvidia, with deliveries expected to begin in early 2027.

The agreement also includes an option for Meta to purchase an additional $15 billion in capacity if Nebius does not sell that infrastructure to other customers during the five-year term.

Despite the major deal, Nebius said its 2026 revenue guidance remains unchanged, projecting an annualized revenue run rate of $7 billion to $9 billion, suggesting most of the financial impact from the Meta partnership will arrive after this fiscal year. The new contract builds on a previous $3 billion deal signed in November, while Nvidia has also strengthened the partnership with a $2 billion investment in the company.

The announcement is boosting confidence across the growing “neocloud” sector—companies focused on supplying AI computing power to hyperscalers. Firms like CoreWeave, IREN, Applied Digital, Cipher Mining, and Riot Platforms also saw gains as investors bet demand for AI infrastructure will continue to surge.

For Meta, the agreement highlights the company’s aggressive push into artificial intelligence, even as it tightens spending in other areas. Reports recently suggested the company is considering layoffs that could impact more than 20% of its workforce as it reallocates resources toward AI development and computing capacity.

Despite spending tens of billions on talent and infrastructure, Meta is still racing to catch up in the AI arms race. Recent reports indicated the company delayed the release of its Avocado AI model because it did not meet internal performance expectations.