Nebius Group, the Amsterdam-based AI infrastructure provider that spun out of Yandex’s international business, announced Monday it has signed a five-year agreement with Meta Platforms worth up to $27 billion to supply massive AI computing capacity.

Yes, billion with a “B.” In case anyone still thinks artificial intelligence runs on vibes and venture capital slogans, here’s the reminder: it runs on electricity, silicon, and enormous warehouses full of GPUs that cost more than small nations’ GDP.

Under the agreement, Nebius will provide $12 billion worth of dedicated AI computing capacity, with deployment beginning in early 2027. Meta also secured the option to buy up to another $15 billion in capacity from upcoming Nebius clusters over the same five-year period.

Translation: Meta wants first dibs on a very large slice of the planet’s future AI horsepower. The contract expands a partnership that only months ago looked sizable on its own. In late 2025, Meta signed a roughly $3 billion infrastructure deal with Nebius. That number now reads like the appetizer before a rather expensive main course.

The technology underpinning the deal is Nvidia’s Vera Rubin platform, the chipmaker’s next-generation AI system announced earlier this year as the successor to its Blackwell architecture. Think of it less like a server and more like a rack-sized AI supercomputer.

A single Vera Rubin NVL72 rack can contain 72 GPUs and 36 CPUs, linked through Nvidia’s high-speed NVLink networking and specialized chips designed for AI workloads. The setup is engineered to run enormous models that can reason through complex tasks rather than simply spit out autocomplete predictions.

In other words, the machines are built for the kind of AI Silicon Valley keeps promising will change everything — from software development to medicine to whatever productivity miracle investors are betting on this week.

Nebius CEO Arkady Volozh, who co-founded Yandex in the 1990s, framed the deal as a milestone in the company’s rapid pivot toward AI infrastructure after the 2024 breakup that separated its international business from Russia.

“We are pleased to expand our significant partnership with Meta,” Volozh said in a statement announcing the agreement. “We will continue to deliver.”

Nebius has been moving quickly to position itself as what industry insiders call a “neocloud” provider — specialized AI infrastructure companies competing with the likes of Amazon Web Services, Google Cloud and Microsoft Azure.

That niche exists for a simple reason: there aren’t enough GPUs to go around. Demand for AI computing has exploded so dramatically that the world’s largest technology companies are spending unprecedented sums to secure capacity. Analysts estimate hyperscalers including Meta, Amazon, Google and Microsoft could spend $650 billion to $700 billion on AI infrastructure in 2026 alone.

Meta, for its part, has made little secret that AI now sits at the center of its strategy. The company has outlined $115 billion to $135 billion in AI-related capital expenditures for 2026 and has floated plans for $600 billion in infrastructure projects in the United States by 2028.

That spending spree is meant to fuel everything from Meta’s AI assistants to the massive models that power its advertising systems and social platforms. It also positions the company in a bruising competition with OpenAI, Google and Anthropic for leadership in advanced AI models.

And in that contest, compute power is the oxygen. Wall Street appeared to like the arrangement. Nebius shares jumped roughly 14% to 17% in trading following the announcement, climbing toward $129 after closing last week near $113. Meta’s stock rose more modestly, gaining about 2% to 3% in premarket trading as investors digested yet another multibillion-dollar AI commitment.

For Nebius, the deal also adds to a growing list of heavyweight partnerships. The company previously announced a five-year agreement worth up to $19.4 billion with Microsoft in 2025 and secured a $2 billion investment from Nvidia earlier this month to expand its AI data center capacity.

The message from Silicon Valley is becoming painfully clear: if you can build the machines that power artificial intelligence, someone will happily sign a contract large enough to make accountants reach for aspirin.

Of course, not everyone is convinced the spending spree will translate into profits anytime soon. Massive infrastructure costs, uncertain AI monetization and growing scrutiny over return on investment remain lingering questions for the industry.

But for now, the tech giants appear determined to keep feeding the machine. Because in the world of artificial intelligence, compute isn’t just king. It’s the entire kingdom.

• What is the Meta–Nebius AI deal worth?
  The agreement could reach $27 billion over five years, combining $12 billion in dedicated AI capacity and up to $15 billion in optional additional computing resources.
• Why does Meta need so much AI computing power?
  Training and running advanced AI models requires enormous GPU clusters, and companies are scrambling to secure capacity as demand explodes.
• Who is Nebius and why is it important?
  Nebius is an Amsterdam-based AI cloud provider that emerged from the international arm of Yandex and now builds large GPU data centers for AI workloads.
• What technology will power the new AI infrastructure?
  The systems will rely heavily on Nvidia’s next-generation Vera Rubin platform, designed to handle large-scale AI training and reasoning workloads.

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