Nebius raises $3.75 billion in debt after landing $27 billion Meta AI infrastructure deal

Nebius Plans to Raise $3.75 Billion in Debt After Meta Deal

Artificial intelligence data center developer Nebius Group NV said it intends to raise about $3.75 billion in convertible debt on the heels of a major commercial deal with Meta Platforms Inc. The Amsterdam-based company intends to offer two senior notes that are due in 2031 and 2033, Nebius said in a statement on Tuesday. It said it will use the funds for its data center expansion and to purchase customized chips. Nebius is competing in expensive new cottage industry, where a wave of data center specialists are building and renting out computing resources to companies developing AI services. Many of these companies, including CoreWeave Inc. and Nscale, have turned to debt markets, raising some concerns about a potential bubble. On Monday, Meta announced it would pay Nebius as much as $27 billion over the next five years for access to compute, the second major deal between the companies. Nebius spun out of the Russian internet giant Yandex in 2024. Last week, Nebius raised $2 billion from Nvidia Corp. in a strategic partnership, one of several the chipmaker has struck with AI cloud providers.

Nebius intends to raise $3.75 billion via convertible loan following Meta, Nvidia deals

March 17 (Reuters) - Nebius (NBIS.O), opens new tab, Europe's largest AI infrastructure firm, said on Tuesday it aims to raise $3.75 billion via a convertible ⁠loan offering. The news follows two big announcements from Nebius this month, a deal worth up to $27 billion to provide AI computing power to Meta (META.O), opens new tab, and a $2 billion investment from Nvidia (NVDA.O), opens new tab. Nebius said it would use the proceeds from the convertible loan to finance ⁠its core AI cloud services business. In February, the fast-growing Nebius reported a fourth-quarter net loss of $250 million on revenue of $228 million, ⁠and said it expected revenue to hit an annualized run rate of $7 billion to $9 billion ⁠by the end of this year, from $1.25 billion at the end of 2025. The ⁠company said on Monday that its 2026 guidance remains unchanged. Reporting by Toby Sterling in Amsterdam; Editing by Shinjini Ganguli Our Standards: The Thomson Reuters Trust Principles., opens new tab

Meta signs deal worth up to $27 billion with Nebius for AI infrastructure

In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025 in San Francisco, California. Meta has signed a new long-term agreement to spend up to $27 billion on Dutch cloud provider Nebius' AI infrastructure, the company announced on Monday. Over the next five years, Nebius will provide $12 billion of dedicated capacity across a number of locations, including on what the company says will be one of the first large-scale deployments of Nvidia's latest AI-specialist Vera Rubin chips. Meta has also committed to purchase additional available compute capacity from Nebius, worth up to a total of $15 billion over five years. "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," Arkady Volozh, founder and CEO of Nebius, said in a statement.

Meta to Spend Up to $27 Billion on AI Infrastructure From Nebius

Meta Platforms Inc. will pay as much as $27 billion over the next five years for access to cutting-edge artificial intelligence infrastructure from cloud provider Nebius Group NV as it spends aggressively to compete with the industry's top frontier models. Nebius, a so-called neocloud that operates data centers and has a strategic partnership with Nvidia Corp., will provide Meta $12 billion of dedicated capacity starting in early 2027, the Dutch company said in a statement Monday. Meta also committed to buying as much as $15 billion in additional capacity that the cloud provider is building for third-party customers. The outlay represents one of the biggest single contracts that Meta has signed, underscoring the Instagram and Facebook owner's push for more computing capacity to power the development of AI products. Last year, it signed a separate $3 billion deal with Nebius. Nebius shares jumped 15% in premarket trading. The stock had closed at $112.95 in New York on Friday and has nearly quadrupled in the past 12 months. Meta gained 2.8% before the market opened after previously closing at $613.71. Get the Tech Newsletter bundle. Get the Tech Newsletter bundle. Get the Tech Newsletter bundle. Bloomberg's subscriber-only tech newsletters, and full access to all the articles they feature. Bloomberg's subscriber-only tech newsletters, and full access to all the articles they feature. Bloomberg's subscriber-only tech newsletters, and full access to all the articles they feature. Bloomberg may send me offers and promotions. Plus Signed UpPlus Sign UpPlus Sign Up By submitting my information, I agree to the Privacy Policy and Terms of Service. Meta and some of its largest tech peers are expected to spend some $650 billion in 2026 to build data centers and purchase other infrastructure in anticipation of an AI services explosion in the coming years. Meta has made AI the company's top priority, and is investing heavily to compete with rivals like OpenAI and Google. It has also inked multi-billion dollar partnership agreements with Nvidia and Advanced Micro Devices Inc. for AI infrastructure since the start of the year. And Meta is developing its own chips in-house. Chief Executive Officer Mark Zuckerberg said last year that Meta will spend $600 billion on US infrastructure projects by 2028. To do so, Meta has leaned on profits generated by its advertising business, but has also raised outside financing to fund infrastructure projects. The company is developing its own high-end models and has built several AI products, including a chatbot, that is available inside its various apps. A spokesperson for Meta confirmed the Nebius deal, and said its strategy of diversifying its partnerships and technology stack for AI was part of "building a more resilient and flexible infrastructure." Nebius, which is based in Amsterdam and split off from the Russian internet giant Yandex in 2024, is one of a handful of newcomers to capitalize on the AI boom by building data centers tailor-made to train models and run services like ChatGPT. Nvidia has been using its enormous resources to finance this new breed of neoclouds that compete with larger cloud-computing providers like Google and Amazon.com Inc. Last week, Nvidia announced it will invest $2 billion in Nebius, fueling a 16% jump in the Dutch company's shares. Much of Nvidia's financing spree has gone to companies that buy its chips, leading to criticism that such circular investments are fueling a bubble. In January, Nvidia announced a similar $2 billion investment in Nebius competitor CoreWeave Inc. to deploy its products. It also put $30 billion into OpenAI this year, and participated in a $2 billion funding round for UK neocloud Nscale.

Meta signs $27B deal with Nebius

The five-year agreement expands an existing relationship between the two companies and will involve one of the first large-scale deployments of Nvidia's new Vera Rubin chips. Nebius shares surged 14% in pre-market trading. Meta has signed a new long-term AI infrastructure agreement with Dutch neocloud operator Nebius Group worth up to $27 billion over five years, in one of the most significant AI compute deals announced to date. The deal, disclosed on 16 March 2026, dramatically expands an existing commercial relationship between the two companies, and arrives just five days after Nvidia announced a $2 billion strategic investment in Nebius as part of a separate partnership. The agreement is structured in two parts. Under the first, Nebius will provide $12 billion of dedicated compute capacity across multiple locations, starting in early 2027. That infrastructure will be built around what Nebius describes as one of the first large-scale deployments of Nvidia's Vera Rubin platform, the chip maker's latest generation of AI-specialist accelerators. Under the second part of the deal, Meta has committed to purchase additional available capacity from certain upcoming Nebius clusters up to a total of $15 billion over the same five-year period. Nebius says it intends to sell that capacity to third-party customers first, with any remaining capacity going to Meta. "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," said Arkady Volozh, founder and CEO, Nebius Nebius shares jumped 14% in pre-market trading on the news. The company said its financial guidance for 2026 remains unchanged, noting that the delivery of capacity under the new agreement does not begin until early 2027, meaning the financial impact will materialise primarily beyond the current fiscal year. The two companies have history. Meta signed an initial $3 billion five-year agreement with Nebius in November 2025, the existence of which Volozh disclosed to shareholders alongside the company's third-quarter earnings. Today's announcement represents a ninefold expansion of that commitment, taking the combined value of Meta's contracted spend with Nebius to $30 billion. Meta has made AI its defining strategic priority. The company has indicated it plans to direct as much as $135 billion in capital expenditure toward AI-related projects in 2026 alone, funded largely by profits from its advertising business. Mark Zuckerberg has also previously stated Meta plans to invest $600 billion in US infrastructure by 2028. The scale of AI spending among the major technology companies means firms like Nebius, which can provide specialised, large-scale compute capacity without the overhead of a full hyperscaler, are becoming increasingly central to how the industry is being built out. Major technology companies collectively are expected to invest around $650 billion in data centre and AI equipment in 2026. Nebius is an unusual company. Nasdaq-listed and headquartered in Amsterdam, it is the international successor to Yandex NV -- once known as the Google of Russia, after Volozh sold all Russian assets to a Kremlin-linked consortium in July 2024 for approximately $2.4 billion, retaining the cloud and data centre operations outside Russia under the new Nebius name. Trading on Nasdaq, which had been suspended since February 2022 following Russia's invasion of Ukraine, resumed in October 2024. Volozh, who co-founded Yandex in the 1990s and ran it as CEO for more than two decades, was placed on EU sanctions in 2022 but removed from the list in early 2024 after publicly condemning Russia's invasion. The company he has built since is explicitly positioned as a neocloud, a newer class of AI-native cloud provider building data centres designed from the ground up for GPU-intensive AI workloads, rather than adapting general-purpose infrastructure after the fact. Nebius has data centres in Finland, France, and the United States, with a first gigawatt-scale AI factory recently approved and further expansion across multiple locations under way. The company has been accumulating major clients at speed. In September 2025, it announced a deal with Microsoft worth an initial $17.4 billion with potential to reach $19.4 billion. The Nvidia strategic investment brought in $2 billion and included a partnership agreement covering AI factory design, inference stack development, and early access to successive generations of Nvidia compute architecture. Nebius says it intends to deploy more than five gigawatts of Nvidia systems by the end of 2030, though analysts have noted that figure represents a target rather than a contractual commitment. Nebius has also previously signed infrastructure agreements with AWS and other cloud customers, alongside serving AI startups and enterprises through its standard cloud business. The involvement of Nvidia's Vera Rubin platform adds a further dimension to the announcement. Vera Rubin is Nvidia's next-generation AI chip architecture, succeeding the Blackwell platform. Its inclusion in a large-scale commercial deployment with Meta is a signal both of Nebius's priority access to cutting-edge Nvidia hardware, a competitive advantage rooted partly in Yandex's historic status as one of Nvidia's largest customers outside the US and China, and of Meta's desire to be operating at the frontier of available compute, rather than working with the previous generation of chips. Volozh has previously described Nebius's access to Nvidia's latest hardware as a structural advantage for the company: an AI cloud built specifically for the technology rather than one adapted from a legacy platform. Whether that advantage persists as more hyperscalers and neoclouds compete for the same chips is a question investors will be watching closely.

Nebius signs AI capacity deal with Meta for at least $12 billion

March 16 (Reuters) - Amsterdam-based Nebius Group (NBIS.O), opens new tab said on Monday it has signed a new five-year deal with Meta Platforms (META.O), opens new tab to provide the social media giant with $12 billion of dedicated AI computing capacity ⁠across multiple locations by 2027. Under the deal, Meta will also buy an additional $15 billion worth of capacity planned by Nebius over the coming five years if it is not sold to other customers, giving the ⁠contract a total value of up to $27 billion, Nebius said. Nebius is a so-called "neocloud" company that sells hardware and cloud ⁠capacity as services to other tech firms. It uses Nvidia (NVDA.O), opens new tab processors to provide ⁠AI cloud infrastructure. It signed an initial $3 billion deal with Meta in ⁠November. Reporting by Aditya Soni in Bengaluru, Toby Sterling in Amsterdam; Editing by Leroy Leo and Bernadette Baum Our Standards: The Thomson Reuters Trust Principles., opens new tab

Nebius stock pops 10% on Nvidia $2 billion investment announcement

As part of the deal, the companies will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design and support, according to a release. "Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by NVIDIA's next-generation accelerated compute," Nvidia CEO Jensen Huang said in a statement. "Together, we are scaling the cloud to meet the surging global demand for intelligence." The announcement comes a week after Nvidia unveiled strategic partnerships with Lumentum and Coherent, investing $2 billion in each company. Nvidia also announced a "significant investment" in Mira Murati's Thinking Machines Lab on Tuesday as part of a new multiyear strategic partnership.

Nvidia to invest $2 billion in neocloud Nebius amid AI data center push

March 11 (Reuters) - Nvidia (NVDA.O), opens new tab said on Wednesday it will invest $2 billion in artificial intelligence cloud company Nebius (NBIS.O), opens new tab, adding to the leading chipmaker's growing list of investments in AI firms and data center infrastructure. A filing with the U.S. Securities and Exchange Commission (SEC) showed that Nvidia has agreed to buy shares representing a stake of around 8.3% in Nebius at $94.94 per share. Shares in Nebius, based in Amsterdam but listed on Nasdaq, jumped 13.8% to $109.72 by 1623 ⁠GMT. The world's most valuable firm is investing heavily in the AI ecosystem and expanding data center infrastructure, including significant investments in companies that are often its customers, raising concerns about circular deals. Nebius, an Nvidia customer, will deploy more than 5 gigawatts of data center capacity by the end of 2030, the companies said. This represents power equivalent to the needs of more than 4 million U.S. households. Last year, Nvidia agreed to deploy at least 10 gigawatts of its systems for OpenAI and later ⁠announced a $30 billion investment in the startup. Nebius, along with Coreweave (CRWV.O), opens new tab, is among the "neocloud" firms gaining prominence through high-profile deals to supply AI infrastructure to U.S. hyperscalers, including a $17 billion deal with Microsoft (MSFT.O), opens new tab, and a $3 billion deal with Meta Platforms (META.O), opens new tab. Unlike larger cloud firms that serve a broad range ⁠of industries, neoclouds mostly focus on tech customers and offer capacity tailored for AI technology. "Nebius is building an AI cloud designed for the agentic era," Nvidia CEO Jensen Huang said ⁠in a statement, adding the partnership will scale the cloud firm to meet the surging global demand for intelligence. The cloud firm reported a sharp jump in capital spending, ⁠rising to $2.1 billion in the December quarter from $416 million in the previous year, as it doubles down on capacity expansion. Reporting by Arsheeya Bajwa in Bengaluru; Additional reporting by Toby Sterling in Amsterdam. Editing by Vijay Kishore, Kirsten Donovan Our Standards: The Thomson Reuters Trust Principles., opens new tab

Nvidia invests $2 billion in AI cloud company Nebius

Nvidia $NVDA will invest $2 billion in Nebius Group, an AI cloud firm, the companies announced Wednesday. Shares of Nebius rose 10% in pre-market trading on the news, while Nvidia stock was mostly flat. The partnership covers AI factory design, inference infrastructure, fleet management, and early access to Nvidia's next-generation hardware, including the Rubin platform, Vera CPUs, and BlueField storage systems, the companies said. The goal is to enable Nebius to deploy more than 5 gigawatts of capacity by the end of 2030. "AI is at another inflection point -- agentic AI, driving incredible compute demand and accelerating infrastructure buildout," Nvidia CEO Jensen Huang said in a statement. Nebius CEO Arkady Volozh said in a statement that the company was "built for AI since day one." Wednesday's deal builds on an earlier relationship between the two companies. Nvidia had invested in Nebius as part of a $700 million funding round the company closed in late 2024, and held approximately $33 million worth of Nebius shares as of December of that year, according to Bloomberg. Nebius traces its origins to Yandex, Russia's largest internet company. The Amsterdam-based holding company sold Yandex's Russian operations to a group of investors for $5.2 billion and adopted the Nebius name in 2024, according to Bloomberg. The Nebius deal is the latest in a series of large Nvidia investments in companies that deploy its chips. A week before Wednesday's announcement, Nvidia invested $2 billion each in optical components makers Lumentum and Coherent, according to CNBC. In January, Nvidia made a similar $2 billion investment in CoreWeave, a Nebius competitor, according to Bloomberg. Nvidia also contributed $30 billion to OpenAI's $110 billion funding round last month and has said it plans to invest up to $10 billion in Anthropic, according to CNBC. The pattern of Nvidia financing companies that are also its customers has drawn scrutiny. Critics have described the AI investment ecosystem as increasingly circular, with a small number of companies financing one another's infrastructure buildouts and pointing to those commitments as evidence of durable demand.

Nebius secures $27B AI infrastructure commitment from Meta Platforms - SiliconANGLE

Dutch cloud computing infrastructure company Nebius Group NV has secured a colossal $27 billion deal with Meta Platforms Inc., boosting its stock by more than 14% today. Under the terms of the deal, Nebius will provide Meta with $12 billion of dedicated artificial intelligence compute capacity across multiple data center locations, including what will be one of the world's first large-scale deployments of Nvidia Corp.'s new Vera Rubin chips. In addition, Meta has committed to purchasing additional available compute capacity up to a total of $15 billion over the next five years. Netherlands-based Nebius has emerged as one of Europe's leading players in the fast-growing AI cloud infrastructure industry. It's one of a number of so-called "neoclouds," like CoreWeave Inc., which rents access to full-stack infrastructure for training and running large-scale AI models. It offers high-density GPU clusters plus managed services for enterprises, AI startups, researchers and other customers. Since listing on the New York Stock Exchange in 2024, Nebius's stock has soared more than 400%. The contract with Meta represents another landmark deal for the company, coming just months after it secured a $17 billion commitment from Microsoft Corp. The deals should make it easier for Nebius to secure additional funding in future as it manages to scale its cloud compute offerings. Like CoreWeave, most of its infrastructure is funded via loans and equity agreements because it lacks the cash to pay for its hardware upfront. While some may see it as a risky bet for investors, big technology giants such as Amazon Web Services Inc., Google LLC, Microsoft and Meta have committed to spending over $650 billion on AI infrastructure over the next year, and Nebius is trying to position itself to secure a big chunk of that money. Nebius co-founder and Chief Executive Arkady Volozh said the deal will help to "accelerate the buildout and growth of our core AI cloud business." The company is not short on funds. Last week, Nvidia said it would invest $2 billion in the company. Nebius was founded in 2022 after a restructuring of the Russian search engine firm Yandex NV's operations outside of its home market. Meta is racing to build out its AI infrastructure, and has committed to spending between $115 billion and $135 billion this year. However, it's also reported to be considering a significant restructuring of its business operations. Yesterday, Reuters reported that the company is planning to layoff almost 20% of its global workforce, which currently numbers around 80,000. Meta refused to confirm the report, telling media via a spokesperson that Reuters' story was "speculative reporting about theoretical approaches."

Meta to spend up to $38b on Nebius AI infrastructure

Meta Platforms will pay as much as $US27 billion ($38 billion) over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group as it spends aggressively to compete with the industry's top frontier models. Nebius, a so-called neocloud that operates data centres and has a strategic partnership with Nvidia, will provide Meta $US12 billion of dedicated capacity starting in early 2027, the Dutch company said in a statement. Meta also committed to buying as much as $US15 billion in additional capacity that the cloud provider is building for third-party customers.

Why NBIS stock jumped 15% today

Shares of Nebius Group (NBIS) skyrocketed over 15% on Wednesday, March 11, 2026, following the blockbuster announcement that Nvidia is investing $2 billion into the AI cloud provider. This move cements the position of NBIS stock as a critical player in the global "AI factory" race and provides a massive technical validation from the kingmaker of the AI era. The deal, structured as a strategic partnership, will see the two companies collaborate on AI infrastructure deployment, fleet management, inference, and the design of gigawatt-scale AI factories. This investment follows a week where Nvidia unveiled similar $2 billion partnerships with Lumentum and Coherent, signaling a broader strategy to vertically integrate the entire AI hardware and cloud stack. Investors are flooding into NBIS stock because this isn't just a capital injection; it is a technical marriage. Unlike "Big Tech" legacy clouds that are currently retrofitting old data centers for AI workloads, Nebius was built as an AI-native cloud from day one. This "silicon-to-software" stack is designed specifically to run Nvidia's accelerated compute at peak theoretical performance. As part of the deal, NBIS stock investors gain exposure to early-access hardware. Nebius will be among the first to deploy the Nvidia Rubin platform, Vera CPUs, and BlueField storage systems. This allows Nebius to offer the world's most efficient inference speeds to AI-native startups, giving them a definitive edge over competitors like AWS or Azure. To understand the surge in NBIS stock, one must look at Nvidia's broader portfolio strategy. Nvidia is effectively funding its own demand by investing in the "arteries of AI." By deploying $2 billion into Nebius just days after similar deals with networking giants, Nvidia is building a sovereign AI supply chain where it owns the chips, the connectivity, and a significant stake in the cloud "factory" itself. For NBIS stock, this partnership provides the liquid capital necessary to fuel a massive U.S. expansion. Nebius is currently scaling toward a goal of 5 gigawatts (5GW) of capacity by 2030, including a landmark 1.2GW AI factory in Independence, Missouri. This scale is required for the transition to "agentic AI" -- autonomous systems that require 10x the inference compute of today's large language models. The 15.22% jump to $109.35 is backed by massive options volume, specifically in the weekly 110-strike calls. With short interest sitting at nearly 19% of the float, the Nvidia announcement has triggered a potential gamma squeeze. Analysts have quickly shifted to a "strong buy" consensus, with median price targets moving toward $147 as the geopolitical discount previously associated with the company has been effectively erased by Nvidia's backing. The "pop" in NBIS stock reflects a market realization: Nebius is no longer a speculative infrastructure play; it is a fundamental pillar of the global AI economy. With 16 global sites planned for the end of 2026 and a revenue run-rate projected to hit $9 billion, the partnership with Nvidia ensures that Nebius will remain the premier destination for AI builders everywhere. NBIS stock jumped because Nvidia announced a $2 billion strategic investment and partnership with Nebius Group to build large-scale AI factories and deploy next-generation Rubin architecture. Nvidia is now a significant minority stakeholder and technical collaborator. They provide Nebius with early access to chips and co-design the infrastructure to ensure maximum AI workload efficiency. Nebius is expanding rapidly in the U.S., with major projects in Missouri, New Jersey, and several other states, alongside their existing high-performance clusters in Europe. Disclaimer: The content of this article is for informational purposes only and should not be construed as investment advice. We do not endorse any specific investment strategies or make recommendations regarding the purchase or sale of any securities.

Nvidia invests $2B in AI cloud operator Nebius - SiliconANGLE

Nvidia Corp. today announced plans to invest $2 billion in Nebius Group NV, a Dutch cloud provider that specializes in artificial intelligence workloads. The capital will help the company expand its data center infrastructure. Nebius plans to deploy servers equipped with Nvidia's latest Rubin graphics processing units and Vera central processing units. It will also adopt the BlueField chip series, which offloads auxiliary tasks such as managing storage hardware from a server's CPU. The most advanced Nvidia graphics card series that Nebius currently offers to its customers is Blackwell. Rubin, the new GPU that Nebius is adopting, runs inference workloads 10 times more cost-efficiently. Vera, the CPU that Nebius will deploy alongside Rubin, is also more efficient than its predecessor. Appliances equipped with both chips reportedly provide 10 times better performance per watt than Nvidia's previous-generation hardware. The systems, which weigh about 2 tons, include 72 Rubin GPUs, 32 Vera CPUs and more than 1,000 other chips. Nebius hosts its infrastructure in internally-operated data centers and co-location facilities. The company's largest site is a 300-megawatt cloud campus currently under construction in New Jersey. Its data center network also spans the UK, France, Finland and Iceland. Nebius offers hosted GPUs alongside managed services designed to ease AI model development. It provides a managed version of MLFlow, an open-source tool that analyzes telemetry from AI training runs to identify inefficiencies. Another Nebius service offers a cloud-hosted implementation of Jupyter Notebook, a code editor that is widely used in AI projects. In conjunction with Nvidia's investment, Nebius today made the chipmaker's Nemotron 3 Super model available on its cloud. It's a mixture-of-experts algorithm optimized to power AI agents. Nemotron 3 Super can ingest prompts with up to 1 million tokens and activates one tenth of its 120 billion parameters to generate answers. The model is available via a Nebius service called the Token Factory. The offering extends open-source AI models with an autoscaling feature and safety guardrails. In addition, there's support for a performance optimization method called speculative decoding. The technology speeds up inference by enabling AI models to offload some calculations to a smaller, more hardware-efficient neural network. Nebius plans to deploy more than 5 gigawatts of additional computing capacity by the end of the decade to power customer workloads. Besides supplying hardware for the initiative, Nvidia will also provide AI cluster design materials, "technical reviews" and other forms of support. The investment comes a few weeks after the GPU maker inked a similar deal with CoreWeave Inc., another AI cloud operator. Nvidia agreed to invest $2 billion in the startup after earlier placing a $6.3 billion order for cloud infrastructure. CoreWeave plans to deploy more than 5 gigawatts of computing capacity by 2030.

Meta's $27B AI Cloud Deal Sends Nebius Group Stock Soaring

Get personalized, AI-powered answers built on 27+ years of trusted expertise. Shares of Nebius Group (NBIS) soared 13% in morning trading Monday after the Amsterdam-based AI cloud company said it had reached a new five-year AI infrastructure supply agreement with Meta Platforms (META) worth up to $27 billion. Nebius said it "will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform," starting in early 2027. In addition, Meta committed to buy up to $15 billion of additional available capacity across certain upcoming Nebius clusters, the Dutch firm 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," Nebius founder and CEO Arkady Volozh said. "We will continue to deliver." Last Wednesday, Nebius shares surged 16% on news that Nvidia (NVDA) would invest $2 billion in the company as part of "a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market." Nebius shares have gained more than a third this year.

NBIS stock today rallies after Meta signs $27 billion AI infrastructure partnership with Nebius - here's what investors need to know

NBIS stock today: Shares of Nebius surged in premarket trading Monday after the company announced a major long-term agreement with Meta worth up to $27 billion for artificial intelligence infrastructure, as per a report. The Dutch cloud provider said the deal will span five years and significantly expand its role in the fast-growing AI cloud computing market. Nebius shares jumped more than 11% in premarket trading following the announcement. Under the agreement, Nebius will provide $12 billion in dedicated computing capacity to Meta over the next five years, as per a CNBC report. The infrastructure will be deployed across multiple locations and will include what the company described as one of the first large-scale deployments of the latest AI-focused chips from Nvidia, known as Vera Rubin chips. In addition to the dedicated capacity, Meta has also committed to purchasing additional available computing resources from Nebius worth up to $15 billion during the same period. The Netherlands-based company has quickly become a notable European player in the rapidly expanding AI cloud infrastructure sector. Nebius has seen its share price climb more than 400% since its listing in New York in 2024. The stock rose more than 200% in 2025 alone and is already up about 35% so far in 2026. Arkady Volozh, founder and CEO of Nebius, said that the, "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," as quoted by CNBC. Analysts at Citigroup said on Monday that they were initiating coverage of Nebius with a buy/high risk rating, as reported by CNBC. The bank noted that its outlook was supported by a "differentiated view on AI datacenter [total addressable market] growth, margin improvement and NBIS's capital-efficient scaling," as quoted in the report. Meta is among a group of major tech companies racing to expand infrastructure to power the AI boom. The company expects its AI-related capital expenditure to reach between $115 billion and $135 billion this year. That spending is part of roughly $700 billion in combined AI infrastructure investment planned by hyperscalers including Amazon, Alphabet and Microsoft. Investor enthusiasm around AI cloud infrastructure has also been growing rapidly. Last week, UK-based AI data center startup Nscale said it raised $2 billion at a $14.6 billion valuation from investors including Nvidia. Around the same time, Nvidia also announced a $2 billion investment in Nebius, sending the company's stock up about 16%. Nebius was founded in 2022 following a restructuring of operations outside Russia by Yandex. The company listed in New York in 2024 and has since secured several large AI infrastructure agreements. In September, Nebius also signed a deal with Microsoft to provide computing resources worth up to $19.4 billion over five years. Why did Nebius stock jump? Nebius stock surged after the company announced a long-term AI infrastructure deal with Meta worth up to $27 billion. How much is Meta's deal with Nebius worth? The total agreement could reach up to $27 billion over five years.

Nebius Has $46 Billion In Deals And A $28 Billion Market Cap - Nebius Group (NASDAQ:NBIS)

Nebius Has $46 Billion In Deals And A $28 Billion Market Cap -- Do The Math NBIS stock is climbing. See the chart and price action here. The $27 Billion Meta Pact Meta Platforms, Inc. (NASDAQ:META) has agreed to spend up to $27 billion over five years on Nebius AI infrastructure, one of the largest single AI cloud commitments in the market. The deal, announced Monday, includes $12 billion of dedicated capacity beginning in 2027 and up to $15 billion in additional on‑demand capacity as Meta races to scale frontier models on Nvidia-powered "AI factories." For Nebius, this is locked-in hyperscaler demand that underwrites a massive build-out of next-gen data centers. The $17 Billion Microsoft Agreement Before Meta, Microsoft Corp. (NASDAQ:MSFT) had already validated Nebius with a five-year AI infrastructure contract worth about $17.4 billion. Certain options could lift the total closer to $19.4 billion. Nebius will supply GPU capacity from its Vineland, New Jersey, facility, alleviating bottlenecks for Microsoft in AI compute without adding to its own capex. CEO Arkady Volozh has framed the Microsoft deal as central to Nebius' core AI cloud model, providing long-duration, highly visible revenue to fuel expansion into 2026 and beyond. Nvidia's $2 Billion Strategic Bet Then Nvidia stepped in with a $2 billion equity investment and deep technical alliance, sending NBIS shares sharply higher. The partnership gives Nebius early access to Rubin-generation platforms, Vera CPUs, and BlueField systems. It also targets more than 5 gigawatts of Nvidia-powered capacity by 2030, effectively positioning Nebius as a flagship "neocloud" for the agentic AI era. Do The Math Put together, Nebius has roughly $46 billion of contracted or potential deal value from Meta, Microsoft, and Nvidia. Hold that against a public equity value of about $28 billion. These are multi‑year, capacity-based agreements with big capex requirements and execution risk. For investors, the simple spread between backlog and market cap highlights how quickly Nebius has gone from niche neocloud to one of AI's most levered infrastructure plays. NBIS Price Action: Nebius shares were up 11.87% at $126.37 at the time of publication Monday, according to Benzinga Pro data. Photo: Shutterstock This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Nebius signs AI capacity deal with Meta - The Economic Times

Under the agreement, Meta will also buy an ⁠additional $15 billion worth of capacity planned by Nebius over the ⁠coming five years if it is not sold to other customers, giving the contract a total value of up to $27 billion, Nebius said.Amsterdam-based Nebius Group said on Monday it has signed a new five-year deal with Meta Platforms ⁠to ⁠provide the social media giant with $12 billion of dedicated AI computing capacity across multiple locations by 2027. Nebius is a so-called "neocloud" company that sells hardware and cloud capacity as services to other tech firms. ⁠It uses Nvidia processors to provide AI cloud infrastructure. It signed an initial $3 billion deal with Meta in November.

Meta Signs $27 Billion AI Infrastructure Agreement With Nebius | PYMNTS.com

By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. Under the agreement, Nebius will -- starting early next year -- provide $12 billion of dedicated capacity across multiple locations, the companies announced Monday (March 16). According to the announcement, the effort will involve "one of the first large-scale deployments of the NVIDIA Vera Rubin platform." In connection with access to these deployments, Meta has agreed to purchase additional compute capacity for up to $15 billion over a five-year period. "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," Nebius founder and CEO Arkady Volozh said in the announcement. "We will continue to deliver." Based in Amsterdam, Nebius rebranded from Russian internet company Yandex. After selling the search engine of that business, it shifted its focus to cloud-computing services for artificial intelligence (AI) operations. Aside from its acquisitions, Meta has also been building out its AI talent pool, offering multi-million dollar compensation packages to experts in the field. The company also plans to spend between $115 billion and $135 billion this year as it races to construct "data centers, chips and infrastructure capable of supporting increasingly powerful AI models," as PYMNTS wrote last week. This is a level of spending that places Meta in the same neighborhood as some of the biggest investors in AI infrastructure, including Google, Microsoft and Amazon. "The difference is that those companies operate cloud businesses that directly monetize the computing power they build," the report added. "Training models for internal use is only one part of the equation. The same infrastructure can also be rented to thousands of enterprise customers. Meta does not have that outlet." Last week saw a report by Reuters that Meta is planning its largest round of layoffs in years, with cuts affecting at least 20% of the company, as it looks to offset its AI spending. A spokesperson for the company dismissed the Reuters report.

Nebius Secures Massive Meta AI Contract Worth Up To $27 Billion - Nebius Group (NASDAQ:NBIS)

The agreement could reach a total contract value of up to $27 billion, significantly expanding the companies' collaboration in AI cloud computing. The five-year agreement will see Nebius supply dedicated AI compute capacity to Meta across multiple locations. The deployment will be based on one of the first large-scale implementations of the NVIDIA Vera Rubin platform, a next-generation infrastructure designed to support advanced AI workloads. Nebius expects to begin delivering this capacity in early 2027. Multi-Billion Dollar Capacity Commitment Under the agreement, Nebius will provide approximately $12 billion worth of dedicated AI infrastructure capacity to Meta over the contract period. 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." In addition to the base infrastructure commitment, Meta has also agreed to purchase additional compute capacity tied to upcoming Nebius clusters. These purchases could reach up to $15 billion over five years. Nebius said it currently plans to sell the capacity from these clusters to third-party AI cloud customers. Meta would then purchase any remaining unused capacity under the agreement. Nvidia Invests $2 Billion in Nebius AI Cloud This partnership builds on Nebius's ongoing deployment of Nvidia infrastructure, with plans to expand its AI factory capacity to over 5 gigawatts by the end of 2030. Nebius Technical Analysis The stock is currently trading 9.6% above its 20-day simple moving average (SMA) and 8.1% above its 100-day SMA, demonstrating longer-term strength. Shares have increased 299.26% over the past 12 months and are currently positioned closer to their 52-week highs than lows. The RSI is at 60.98, which is considered neutral territory, while MACD is at 2.9490, above its signal line at 1.2737, indicating bullish momentum. The combination of neutral RSI and bullish MACD suggests mixed momentum. Key Resistance: $135.00 Key Support: N/A Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $150.63. Recent analyst moves include: Compass Point: Initiated with Buy (Target $150.00) (Feb. 18) BWS Financial: Buy (Maintains Target to $130.00) (Feb. 17) Morgan Stanley: Initiated with Equal-Weight (Target $126.00) (Jan. 15) Benzinga Edge Rankings Below is the Benzinga Edge scorecard for Nebius Group, highlighting its strengths and weaknesses compared to the broader market: Value: 3.28 -- The stock is trading at a premium relative to peers. Momentum: 97.52 -- Stock is outperforming the broader market. The Verdict: Nebius Group's Benzinga Edge signal reveals a classic 'High-Flyer' setup. While the Momentum (97.52) confirms the strong trend, the low Value (3.28) score warns that the stock is priced for perfection -- investors should ride the trend but use tight stop-losses. NBIS Stock Price Activity: Nebius Group shares were up 14.67% at $129.52 during premarket trading on Monday, according to Benzinga Pro data. Image via Shutterstock This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Nebius Group stock surges 15% -- here's what's fueling the sudden rally

Nebius stock jumped after a big AI partnership with Nvidia. The deal includes a $2 billion investment and plans to build stronger AI cloud systems. Nvidia will also provide advanced computing technology for Nebius. The move shows growing demand for artificial intelligence infrastructure and cloud platforms as tech companies expand AI projects across the world. Nebius Group shares jumped sharply on Wednesday. The stock rose about 14% to 15% in one day after a major investment announcement, showing strong investor excitement about the company's future in artificial intelligence. The big reason behind the rally is a massive investment from Nvidia. Chip giant Nvidia announced it will invest $2 billion in AI cloud company Nebius Group. Investors reacted quickly to the news. As soon as the investment was announced, Nebius' stock price surged because markets believe the deal will boost the company's AI business and growth potential, as stated by a CNBC report. The two companies are also starting a major collaboration. Nvidia and Nebius will work together on AI infrastructure deployment, fleet management, inference systems, and AI factory design and support, according to the company release. Nebius will also get early access to Nvidia's newest technology. Nvidia said it will provide Nebius with early access to the next generation of its accelerated computing platform, which is important for building advanced AI systems. Nebius has a huge expansion plan. The company plans to deploy more than five gigawatts of AI computing capacity by 2030, which would make its cloud platform much larger and more powerful. Nvidia's CEO praised Nebius' AI- based cloud platform. Nvidia CEO Jensen Huang said Nebius is building an AI cloud designed for the "agentic era" and is fully integrated from hardware chips to software tools. Huang also said the partnership will help meet growing AI demand. He explained that together the companies will scale cloud infrastructure to meet the fast-growing global demand for artificial intelligence computing power. This investment is part of Nvidia's wider AI strategy. Just a week earlier, Nvidia announced $2 billion investments in both Lumentum and Coherent, as per CNBC report. Nvidia has been investing heavily in the AI ecosystem. In December, the company also took a $2 billion stake in chip design firm Synopsys. More AI cloud investments followed soon after. In January, Nvidia announced another $2 billion investment in AI cloud provider CoreWeave. Nvidia is also backing new AI startups. The company said Tuesday that it made a "significant investment" in Thinking Machines Lab as part of a long-term partnership. Another huge AI deal happened recently. Nvidia contributed $30 billion to a $110 billion funding round announced by OpenAI last month. The chipmaker is also planning more investment in AI companies. Nvidia previously said it could invest up to $10 billion in Anthropic, as cited by CNBC. However, Nvidia may slow down investments later. Jensen Huang said at a conference earlier this month that these big investments might be the last before those companies eventually go public. Nvidia is one of the biggest winners of the AI boom. The company builds graphics processing units (GPUs) that are needed to train AI models and run massive AI workloads. The new partnership also expands Nebius' use of Nvidia technology. Nebius is already deploying Nvidia infrastructure in large AI data centers and gigawatt-scale AI factories in the United States, as noted by CNBC. Nebius says it was designed for AI from the start. CEO Arkady Volozh said the company was built specifically for AI developers, not adapted from a traditional cloud platform. The CEO said the Nvidia partnership will strengthen the entire AI stack. Volozh explained the collaboration will expand technology from large AI factories to inference systems and software tools. Nebius wants to build one of the world's largest AI clouds. The company aims to create a global platform that supports AI developers everywhere, which could make it a key player in the fast-growing AI cloud market. Q1. Why did Nebius stock rise suddenly? Nebius stock jumped after Nvidia announced a $2 billion investment and a major partnership to build AI cloud infrastructure, according to reports. Q2. What will Nvidia and Nebius work on together? Nvidia and Nebius will collaborate on AI cloud systems, computing infrastructure, AI factories, and advanced technology for developers.

Nebius intends to raise US$3.75 billion via convertible loan following Meta, Nvidia deals

Nebius, Europe's largest AI infrastructure firm, said on Tuesday it aims to raise US$3.75 billion via a convertible loan offering. The news follows two big announcements from Nebius this month, a deal worth up to $27 billion to provide AI computing power to Meta META.O, and a $2 billion investment from Nvidia. Nebius said it would use the proceeds from the convertible loan to finance its core AI cloud services business. In February, the fast-growing Nebius reported a fourth-quarter net loss of $250 million on revenue of $228 million, and said it expected revenue to hit an annualized run rate of $7 billion to $9 billion by the end of this year, from $1.25 billion at the end of 2025. The company said on Monday that its 2026 guidance remains unchanged.

Nebius' $27 Billion Meta Deal Rewrites Its Revenue Outlook | Investing.com UK

Shares of Nebius Group N.V. surged more than 14% on Monday, March 16, 2026, after the Amsterdam-listed AI cloud company announced a landmark five-year agreement with Meta Platforms worth up to $27 billion. The deal, one of the largest infrastructure contracts Meta has ever signed, cements Nebius's rising status as a premier "neocloud" provider at a time when Big Tech is locked in an unprecedented race to secure AI computing capacity. The announcement comes just days after Nvidia disclosed a $2 billion strategic investment in Nebius, signaling that the company has rapidly become one of the most sought-after partners in the global AI infrastructure buildout. For investors, the back-to-back milestones represent a dramatic transformation for a company that was trading near $18 just a year ago. Under the terms of the agreement, Nebius will supply Meta with $12 billion in dedicated AI infrastructure capacity across multiple locations, with delivery beginning in early 2027. Beyond that committed tranche, Meta has also agreed to purchase up to an additional $15 billion in capacity that Nebius is building for third-party customers over the five-year period, bringing the total potential value of the pact to $27 billion. Nebius added that it plans to deploy Nvidia's next-generation Vera Rubin AI infrastructure platform, expected to be available in the second half of 2026, as part of its delivery commitments to Meta. The deal builds on an already established relationship between the two companies, as Meta had signed a separate $3 billion agreement with Nebius the prior year, making this new contract a major expansion of that partnership. Arkady Volozh, founder and CEO of Nebius, described the agreement as part of the company's strategy to secure large, long-term capacity contracts that accelerate the build-out of its core AI cloud business. For Meta, the Nebius deal is the latest in a sweeping campaign to lock in AI computing capacity at a scale few companies have attempted. The social media giant has already signed infrastructure partnerships with Nvidia and Advanced Micro Devices valued at more than $100 billion combined, while also striking deals to become an anchor customer for nuclear power in the United States to fuel its energy-intensive data centers. CEO Mark Zuckerberg has previously stated that Meta intends to spend $600 billion on U.S. infrastructure projects by 2028, funded by advertising profits and external financing, and major tech peers are collectively expected to invest around $650 billion in AI data centers in 2026 alone. Nebius fits squarely into Meta's diversification strategy, rather than relying solely on hyperscale cloud providers like Google or Amazon, Meta is increasingly turning to specialized neocloud operators that build infrastructure purpose-built for AI training and inference. The Nebius deal also coincides with reports that Meta is considering layoffs affecting 20% or more of its workforce, a move framed as an effort to offset surging infrastructure costs and prepare for AI-driven workforce efficiency gains, underscoring just how central AI infrastructure spending has become to Meta's long-term operating model. As of Monday morning trading (9:44 AM EDT, March 16, 2026), NBIS was changing hands at $129.78, up $16.83 or approximately 14.90% from the prior close of $112.95, with an intraday range of $124.42 to $130.50. The move dramatically outpaced the broader market, with the S&P 500 up just over 1% and the Nasdaq gaining around 1.14% on the same session. Over the past 12 months, NBIS has risen more than 811% compared to the S&P 500's roughly 69% gain over the same period, a run that has seen the stock climb from a 52-week low of $18.31 to an intraday high of $141.10 earlier in the year. The company carries a market capitalization of approximately $32.9 billion (intraday), with an enterprise value of $29.79 billion and trailing revenue of $529.8 million. Its balance sheet shows $3.68 billion in total cash, though the company is burning heavily -- levered free cash flow stands at negative $3.61 billion, reflecting the enormous capital expenditure demands of building AI infrastructure at scale, with Nebius guiding for capex of $16 billion to $20 billion in the current year. Analyst consensus remains constructive, with a consensus price target of $154.73, a high target of $291.00, and the most recent rating action being a Buy initiation by Compass Point on February 18, 2026, with a $150 price target. *** Looking to start your trading day ahead of the curve?

Nebius signs AI infrastructure deals with Meta worth up to US$27 billion over 5 years

Amsterdam-based AI infrastructure firm Nebius Group said on Monday it has agreed with Meta Platforms to provide the social media giant with $12 billion worth of AI computing capacity across multiple locations by 2027. Under the agreement, Meta will also buy an additional US$15 billion worth of capacity planned by Nebius over the coming five years if it is not sold to other customers, giving the contract a total value of up to $27 billion, Nebius said. Last week, Nvidia said it would invest $2 billion to buy an 8.3 per cent stake in Nebius, which uses Nvidia chips in its data centers. Nasdaq-listed Nebius shares, which closed at $112.50 on Friday, have risen 35% so far this year, giving it a market capitalization of $28.6 billion. The deal is the latest example of U.S. tech giants' efforts to supplement their own AI data-center build-outs by locking in scarce GPU and power capacity from "neocloud" providers like Nebius. Unlike large cloud firms that serve a broad range ⁠of industries, AI specialists like Nebius and U.S. competitor CoreWeave CRWV.O mostly focus on tech customers, but aim to become major cloud service providers in their own right. Nebius CEO Arkady Volozh said the latest Meta deal would help "accelerate the build-out and growth of our core AI cloud business." Nebius signed an initial $3 billion deal with Meta in November and a $17.4 billion deal with Microsoft in September. In February, the fast-growing Nebius reported a fourth quarter net loss of $250 million on revenue of $228 million, and said it expected revenue to hit an annualized run rate of between $7 billion and $9 billion by the end of this year, from $1.25 billion at the end of 2025. The company said on Monday that 2026 guidance remains unchanged. (Reporting by Aditya Soni in Bengaluru, Toby Sterling in Amsterdam; Editing by Bernadette Baum and Tomasz Janowski)

Nebius shares surge after $27 billion AI infrastructure deal with Meta By Investing.com

Investing.com -- Shares of Nebius Group rose sharply on Monday after the company said Meta Platforms Inc. agreed to spend as much as $27 billion over the next five years for access to AI infrastructure. Nebius stock jumped around 15% by 06:22 ET, while Meta shares rose nearly 3%. Under the agreement, the Amsterdam-listed cloud provider will supply Meta with $12 billion of dedicated capacity beginning in early 2027, Nebius said in a statement. Meta also committed to purchase up to $15 billion in additional capacity that Nebius is building for third-party customers. The deal marks one of the largest contracts Meta has signed as it ramps up investment in infrastructure needed to develop AI products. The companies already have an existing relationship, with Meta signing a separate $3 billion agreement with Nebius last year. "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," Arkady Volozh, founder and CEO of Nebius, said in a statement. The deal comes just days after Nvidia said it would invest $2 billion in the Dutch company as part of a strategic partnership focused on developing AI data centers. Nebius said the investment will help it deploy more than 5 gigawatts of Nvidia systems by the end of 2030. Nebius is among a group of newer "neocloud" operators building data centers designed specifically to train AI models and run services such as ChatGPT. Nvidia has increasingly backed these companies as they compete with large cloud providers like Alphabet's Google and Amazon, which are also building their own AI accelerators. Volozh said Nebius primarily relies on Nvidia chips for its systems and described the new investment as a relatively small portion of the company's overall spending plans. Nebius expects capital expenditures of between $16 billion and $20 billion this year. The agreement also comes as Meta accelerates spending on AI infrastructure. Major technology companies, including Meta and its peers, are expected to invest about $650 billion in 2026 to build data centers and purchase equipment for AI services. Meta has made AI its top strategic priority and has signed multibillion-dollar infrastructure agreements with Nvidia and Advanced Micro Devices since the start of the year, while also developing its own chips internally. Chief Executive Mark Zuckerberg said last year that Meta plans to spend $600 billion on U.S. infrastructure projects by 2028, funded largely by profits from its advertising business as well as external financing. Over the weekend, Reuters reported that Meta is planning sweeping layoffs that could affect 20% or more of its employees as it seeks to offset costly AI infrastructure spending and prepare for greater efficiency from AI-assisted workers. No timeline for the cuts has been set and the magnitude has not been finalized, the report said.

Nebius intends to raise $3.75 billion via convertible loan following Meta, Nvidia deals

March 17 (Reuters) - Nebius, Europe's largest AI infrastructure firm, said on Tuesday it aims to raise $3.75 billion via a convertible loan offering. The news follows two big announcements from Nebius this month, a deal worth up to $27 billion to provide AI computing power to Meta, and a $2 billion investment from Nvidia. Nebius said it would use the proceeds from the convertible loan to finance its core AI cloud services business. In February, the fast-growing Nebius reported a fourth-quarter net loss of $250 million on revenue of $228 million, and said it expected revenue to hit an annualized run rate of $7 billion to $9 billion by the end of this year, from $1.25 billion at the end of 2025. The company said on Monday that its 2026 guidance remains unchanged. (Reporting by Toby Sterling in Amsterdam; Editing by Shinjini Ganguli)

Nvidia to invest US$2 billion in neocloud Nebius amid AI data center push

Nvidia said on Wednesday it will invest US$2 billion in artificial intelligence cloud company Nebius, adding to the leading chipmaker's growing list of investments in AI firms and data center infrastructure. U.S.-listed shares of Amsterdam-based Nebius jumped over 10 per cent in premarket trading. The world's most valuable firm is investing heavily in the AI ecosystem and expanding data center infrastructure, including significant investments in companies that are often its customers, raising concerns about circular deals. Nebius, an Nvidia customer, will deploy more than five gigawatts of data center capacity by the end of 2030, the companies said. This represents power equivalent to the needs of more than 4 million U.S. households. Last year, Nvidia agreed to deploy at least 10 gigawatts of its systems for OpenAI and later announced a $30 billion investment in the startup. Nebius, along with Coreweave, is among the "neocloud" firms gaining prominence through high-profile deals to supply AI infrastructure to U.S. hyperscalers, including a $17 billion deal with Microsoft, and a $3 billion deal with Meta Platforms. Unlike larger cloud firms that serve a broad range of industries, neoclouds mostly focus on tech customers and offer capacity tailored for AI technology. "Nebius is building an AI cloud designed for the agentic era," Nvidia CEO Jensen Huang said in a statement, adding the partnership will scale the cloud firm to meet the surging global demand for intelligence. The cloud firm reported a sharp jump in capital spending, rising to $2.1 billion in the December quarter from $416 million in the previous year, as it doubles down on capacity expansion.

Meta signs $27bn AI infrastructure deal with Nebius

Meta has signed a long-term agreement with Nebius for the development of dedicated artificial intelligence infrastructure that could reach $27bn. As part of this partnership, the Netherlands-based cloud provider will supply $12bn worth of dedicated computing capacity over five years, deployed across multiple sites. These facilities will notably include one of the first large-scale infrastructures based on Nvidia's new Vera Rubin AI chips. The announcement sent Nebius shares up by approximately 10% at the Wall Street opening. Meta has also committed to purchasing up to an additional $15bn of available computing capacity from Nebius over the same period. Since its listing in New York in 2024, Nebius has established itself as an emerging European AI cloud player, with its stock rising by more than 400%. Citi recently initiated coverage of the group with a high-risk buy recommendation, highlighting its growth potential in the artificial intelligence data center market. This deal is part of a wave of massive investments by major tech groups to develop the infrastructure necessary for AI. Meta forecasts capital expenditures between $115bn and $135bn this year, within a global effort estimated at nearly $700bn for all hyperscalers. Nebius, formed in 2022 from the restructuring of the international activities of the Russian group Yandex, had already concluded a $19.4bn agreement with Microsoft and received a $2bn investment from Nvidia. Its stock has already gained approximately 35% since the beginning of 2026.

Nebius, Meta Strike $27 Billion AI Infrastructure Deal

Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.

Nebius, Meta Agree to $27 Billion AI Infrastructure Pact

Nebius agreed to a five-year deal worth about $27 billion to supply artificial-infrastructure infrastructure capacity to Meta. Nebius said the deal includes a commitment that it will provide $12 billion of dedicated capacity across multiple locations. In addition, Meta agreed to purchase up to $15 billion in additional available capacity over the five-year period, Nebius said. Nebius added that it will use large-scale deployments of Nvidia's next-generation Vera Rubin AI infrastructure platform, which is expected to be available starting in the second half of the year. Nebius will deliver the capacity beginning early next year, it said. Nebius shares jumped 15% to $129.47 in premarket trading.

Nebius signs AI capacity deal with Meta

Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.

Nvidia to Invest $2 Billion in Nebius to Boost AI Cloud Collaboration

Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.

Nebius shares jump after Nvidia's $2bn investment

Nebius Group shares were up about 10% ahead of the Wall Street's opening bell on Wednesday, after Nvidia announced a $2bn investment in the company that specializes in cloud services for artificial intelligence. Both companies said that they would work together on rolling out AI infrastructure, managing compute fleets, inference systems and the design of AI factories. Nvidia said the investment reflects its confidence in Nebius's technical capabilities and expertise. According to Nvidia chief executive Jensen Huang, Nebius is developing a cloud built for the era of autonomous agents, integrating the entire technology stack - from hardware to software - around the group's accelerated computing technologies. The partnership aims to expand cloud infrastructure capable of meeting rising global demand for artificial intelligence, notably through large computing centres dedicated to AI workloads. The investment is part of a series of recent Nvidia initiatives across the AI ecosystem. The group recently announced $2bn investments in Lumentum and Coherent, as well as financial backing for Thinking Machines Lab, the start-up founded by Mira Murati. Nvidia also took part in OpenAI's $110bn funding round and is planning up to $10bn of investments in Anthropic, further reinforcing its central role in the buildout of AI infrastructure.

NVIDIA And Nebius Group N.V. Announce Strategic Partnership To Develop And Deploy Next Generation Of Hyperscale Cloud For AI Market

NVIDIA and Nebius Group N.V. announced a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market, from AI natives to enterprises. NVIDIA will invest $2,000 million in Nebius, reflecting NVIDIA?s confidence in Nebius?s business and unique depth of engineering expertise across the full AI technology stack. The partnership deepens Nebius and NVIDIA?s relationship across the full AI technology stack, from AI factory architecture to production software, enabling Nebius to accelerate the buildout of its industry-leading, full-stack AI cloud platform. This partnership builds upon Nebius?s ongoing deployment of NVIDIA infrastructure across its global platform, including multiple gigawatt-scale AI factories in the U.S. To enable Nebius to deploy more than 5 gigawatts of capacity by the end of 2030, NVIDIA will support Nebius?s early adoption of the latest generation of NVIDIA?s accelerated computing platform. Under the terms of the partnership, the companies will collaborate on AI factory design and support, including access to partner design material, design review processes and acceptance, early samples and system software support, bring-up support, and regular system partner business and technical reviews; inference, creating a best-in-class inference and agentic AI stack for developers and enterprises with NVIDIA?s latest software technologies, optimized models and libraries; AI infrastructure deployment, deploying multiple generations of NVIDIA infrastructure across Nebius?s platform through early adoption of NVIDIA computing architectures, including the NVIDIA Rubin platform, NVIDIA Vera CPUs and NVIDIA BlueField storage systems; fleet management, optimizing Nebius?s holistic fleet health by deploying NVIDIA?s latest GPU health monitoring and software recommendations.

Nvidia to Invest $2 Billion in Nebius to Expand AI Cloud Infrastructure

Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to expand artificial-intelligence cloud infrastructure. The chip maker said Wednesday the investment reflects its confidence in Nebius's engineering capabilities and will support the development of large-scale AI computing infrastructure. Under the agreement, the companies will work together to design and deploy large AI data centers. Nebius will also gain early access to Nvidia's latest computing technologies as the two companies collaborate on software and systems to run and manage large AI computing clusters. Nebius said the partnership will help expand computing capacity across its global platform. The company earlier this month received approval to build a 1.2-gigawatt data center campus in Independence, Mo. The project is expected to create roughly 1,200 construction jobs and about 130 permanent positions and includes more than $650 million in payments in lieu of taxes over 20 years. The deal comes as Nvidia has also been investing across the broader AI infrastructure supply chain. The company last week agreed to invest $2 billion each in Lumentum and Coherent as part of agreements aimed at accelerating advanced optical technologies used in AI data centers.