Shares of Nebius Group (NASDAQ: NBIS) surged Monday after the company announced a huge deal with Meta Platforms to provide advanced AI computing infrastructure. The multi-year agreement could be worth as much as $27 billion, highlighting how tech giants are racing to secure the computing power needed for artificial intelligence.
The deal guarantees that Nebius will supply at least $12 billion in AI capacity starting in 2027, with options for Meta to buy even more as its AI projects grow. The infrastructure includes state-of-the-art GPU systems and clusters spread across Nebius data centers, designed to handle the heavy demands of next-generation AI models.
Investors reacted enthusiastically, sending Nebius shares up roughly 13–15 % in early trading. The stock jump reflects confidence in Nebius as a key player in the booming AI cloud market.
This isn’t the first time Meta and Nebius have teamed up. They previously worked on a smaller AI project, and Nebius also counts Microsoft among its major clients. Nvidia has also invested $2 billion in the company, strengthening its position as a leading provider of AI infrastructure.
While the capacity won’t be fully available until 2027, the partnership is a clear signal of Meta’s commitment to AI and its strategy to secure the resources necessary for its future projects. For Nebius, it’s a major win that positions the company at the heart of the AI revolution.
Also Read: Jensen Huang projects $1 trillion AI revenue by 2027