AI Compute Deals

Nebius AI compute deals

Nebius is party to 3 deals in the ledger, the seller or provider in all 3. The 3 with a stated price add up to $47.3B in headline value. Counterparties: Meta, Microsoft.

Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. Meta–Nebius five-year Vera Rubin deal (up to ~$27B)

    Sells to Meta

    'Up to approximately $27 billion': $12 billion dedicated plus up to $15 billion as a backstop for unsold capacity. Agreement signed 13 March 2026.

    $27B1 signed

  2. Meta–Nebius five-year GPU clusters (~$3B)

    Sells to Meta

    ≠ Approximately $2.9 billion per Nebius Form 6-K (agreement dated 1 Nov 2025). Press and Nebius results headline: $3 billion.

    $2.9B1 expanded

  3. Microsoft–Nebius GPU capacity from Vineland, NJ

    Sells to Microsoft

    About $17.4 billion through 2031 per Nebius 6-K; up to $19.4 billion if Microsoft buys additional services or capacity. Nebius's obligations start once it confirms financing.

    $17.4B1 signed