AI Compute Deals

signed

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

Nebius will give Meta $12 billion of dedicated NVIDIA Vera Rubin capacity over five years from early 2027, and Meta commits to buy up to $15 billion of unsold capacity on certain Nebius clusters.

Value
$27B1
Capacity
n/d
Term
5yrs
Accelerators
n/d

What the value means

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

The record

Verified 9 Nov 2026
Announced
Buyer
Meta
Seller / provider
Nebius
ValueHeadline dollar value exactly as stated in the cited source.
27,000,000,000 USD
Capacity
Not disclosed
Accelerators
Not disclosed
Chips
NVIDIA Vera Rubin
Term
5 years
StatusBinding agreement disclosed
signed
Other parties
None named
Deal type
neocloud, cloud-capacity, backstop, sec-filing

Sources

1
  1. Nebius signs new AI infrastructure agreement with Meta, 6-K Ex. 99.1 (SEC) read 2026-11-09

Cite this deal

AI Compute Deals, “Meta–Nebius five-year Vera Rubin deal (up to ~$27B)”, https://aicomputedeals.com/meta-nebius-27b-2026-03/ (verified 2026-11-09).

Data under CC BY 4.0. Download the full ledger.

The rest of this relationship

2 rows
  1. Meta–Nebius five-year Vera Rubin deal (up to ~$27B) $27B signed
  2. Meta–Nebius five-year GPU clusters (~$3B) $2.9B expanded

Every deal for Meta and Nebius.