Meta Signs Up to $27 Billion AI Infrastructure Deal with Nebius for Vera Rubin-Based Massive Deployment

In March 2026, Meta and AI cloud company Nebius announced the signing of an AI infrastructure supply agreement worth up to $27 billion over five years, making it one of the largest infrastructure investment deals in the AI industry to date.

In the first phase of the agreement, Nebius will provide $12 billion worth of dedicated capacity deploying NVIDIA's next-generation Vera Rubin platform at massive scale, starting in early 2027. Additionally, Meta has committed to purchasing up to $15 billion in additional compute capacity from clusters built by Nebius over the five-year period. Nebius will first offer this additional capacity to third-party customers, with Meta purchasing the remainder.

Nebius founder and CEO Arkady Volozh commented, 'We are excited to expand our important partnership with Meta. This is part of securing large-scale, long-term capacity agreements to accelerate the construction and growth of our core AI cloud business.'

This deal is a symbolic move demonstrating Meta's significant strengthening of AI development investments. The company has announced plans to expand AI-related capital expenditure to over $60 billion in 2026, and the Nebius agreement forms a core part of that strategy. For Nebius, this contract represents a crucial milestone validating its rapid business growth, significantly strengthening its position in the AI cloud infrastructure market. As infrastructure demand across the AI industry rapidly expands, large-scale contracts between major tech companies and cloud providers continue to emerge, accelerating the foundation-building for the AI era.