Meta buys dedicated AI infrastructure from Nebius. Nebius reported that both tranches under its earlier agreement had been delivered by February 2026. Nebius expected to recognize 12 months of revenue for Meta’s first tranche and roughly 11 months for the second in 2026. Nebius secured the memory and storage components for that contract in the second half of 2025. At Inflection 2026, Nebius placed Meta among users of its bare-metal infrastructure. Nebius says these large customers run their own software stacks and buy basic bare-metal services. Nebius described supplying Meta and Microsoft with custom racks and servers, GPUs connected through InfiniBand, and multi-tier storage to help build their internal infrastructure.
A separate March 2026 agreement covers additional dedicated capacity built around NVIDIA Vera Rubin systems, with delivery scheduled to start in 2027. Those systems were not scheduled to be delivered until 2027. Meta also committed to purchase remaining available capacity across certain upcoming Nebius clusters over five years. Nebius intends to sell that capacity to third-party AI cloud customers first. The companies have not named the internal models served. The Motley Fool reports that Meta's first contract requires payment whether or not Meta uses the capacity, with individual tranches cancellable for missed delivery dates or repeated availability failures. It also reports discounted monthly fees for late delivery under the March agreement. TradingNEWS reports that Meta’s commitments to Nebius have been partly funded through advance payments.
The London Institute for Mathematical Sciences describes Nebius as helping Meta train and deploy frontier models at scale. A MongoDB event description also names Meta among organizations running production workloads on Nebius.
Nebius announced a five-year agreement to provide Meta with $12 billion of dedicated NVIDIA Vera Rubin capacity starting early 2027. Meta also committed to purchase remaining available capacity across certain upcoming Nebius clusters, up to $15 billion over five years. Nebius intends to sell that capacity to third-party AI cloud customers first.
Nebius March 2026 Nebius release16 Mar 2026 · Nebius · Web pageNebius announced a five-year agreement to provide Meta with $12 billion of dedicated NVIDIA Vera Rubin capacity starting early 2027. Meta also committed to purchase remaining available capacity across certain upcoming Nebius clusters, up to $15 billion over five years. Nebius intends to sell that capacity to third-party AI cloud customers first.
2025 Form 20-F
30 Apr 2026 · US SEC · Web page
2025 Form 20-F: commercial AI-infrastructure agreement. March 2026 Nebius release adds capacity deal.
Nebius Inflection 2026 · 17:4819 Jun 2026 · Nebius · Video · Starts at 17:4817:48: Nebius names Meta among users of its bare-metal infrastructure.
Nebius Group (NBIS) Q4 2025 Earnings Call Transcript & Audio
18 Oct 2026 · stockanalysis.com · Web page
Andrey Korolenko and Dado Alonso say Nebius delivered both contracted Meta capacity tranches on time, with deployments live by early February 2026 and the contract fully in servicing.
Nebius Group (NBIS) Q4 2025 Earnings Call Transcript & Audio18 Oct 2026 · stockanalysis.com · Web pageAndrey Korolenko and Dado Alonso say Nebius delivered both contracted Meta capacity tranches on time, with deployments live by early February 2026 and the contract fully in servicing.
Learn AI for maths | LIMS
18 Oct 2026 · lims.ac.uk · Web page
The London Institute for Mathematical Sciences states that Nebius assists Meta in training and deploying frontier models at scale.
Learn AI for maths | LIMS18 Oct 2026 · lims.ac.uk · Web pageThe London Institute for Mathematical Sciences states that Nebius assists Meta in training and deploying frontier models at scale.
Meta, operated by Meta Platforms, Inc., develops social platforms, messaging services, AI software and consumer hardware. Its apps include Facebook, Instagram, WhatsApp, Messenger and Threads, serving individuals, creators and businesses that communicate, share content and reach customers. Meta sells advertising across its apps and offers Meta AI for assistance and content creation. Its Reality Labs products include Meta Quest headsets, software and content through the Meta Horizon Store, and Ray-Ban Meta and Oakley Meta AI glasses.
Dutch consumer group seeks court restrictions on Meta camera glasses
MIXED reported that Consumentenbond filed a lawsuit seeking privacy changes to Meta’s camera glasses, with a sales ban requested if compliance proves impossible. The hearing is scheduled for November 26. The claimant originally announced the proceedings on October 15.
Meta removes AI-training provision from commercial terms
Meta removed language suggesting it could use content from business-linked websites to train its products. The company said the revision clarifies terms for advertising and business products and does not change its web-crawling practices.
Brazilian electoral court orders Meta to treat runoff candidates equally
Reuters reported that a Brazilian electoral court justice ordered Meta to avoid unjustifiably limiting either presidential candidate’s political content through the runoff campaign. The ruling also requires Meta AI to avoid favoring either candidate in election content.
Meta buys dedicated AI infrastructure from Nebius. Nebius reported that both tranches under its earlier agreement had been delivered by February 2026. Nebius expected to recognize 12 months of revenue for Meta’s first tranche and roughly 11 months for the second in 2026. Nebius secured the memory and storage components for that contract in the second half of 2025. At Inflection 2026, Nebius placed Meta among users of its bare-metal infrastructure. Nebius says these large customers run their own software stacks and buy basic bare-metal services. Nebius described supplying Meta and Microsoft with custom racks and servers, GPUs connected through InfiniBand, and multi-tier storage to help build their internal infrastructure.
A separate March 2026 agreement covers additional dedicated capacity built around NVIDIA Vera Rubin systems, with delivery scheduled to start in 2027. Those systems were not scheduled to be delivered until 2027. Meta also committed to purchase remaining available capacity across certain upcoming Nebius clusters over five years. Nebius intends to sell that capacity to third-party AI cloud customers first. The companies have not named the internal models served. The Motley Fool reports that Meta's first contract requires payment whether or not Meta uses the capacity, with individual tranches cancellable for missed delivery dates or repeated availability failures. It also reports discounted monthly fees for late delivery under the March agreement. TradingNEWS reports that Meta’s commitments to Nebius have been partly funded through advance payments.
The London Institute for Mathematical Sciences describes Nebius as helping Meta train and deploy frontier models at scale. A MongoDB event description also names Meta among organizations running production workloads on Nebius.
Nebius announced a five-year agreement to provide Meta with $12 billion of dedicated NVIDIA Vera Rubin capacity starting early 2027. Meta also committed to purchase remaining available capacity across certain upcoming Nebius clusters, up to $15 billion over five years. Nebius intends to sell that capacity to third-party AI cloud customers first.
Nebius March 2026 Nebius release16 Mar 2026 · Nebius · Web pageNebius announced a five-year agreement to provide Meta with $12 billion of dedicated NVIDIA Vera Rubin capacity starting early 2027. Meta also committed to purchase remaining available capacity across certain upcoming Nebius clusters, up to $15 billion over five years. Nebius intends to sell that capacity to third-party AI cloud customers first.
2025 Form 20-F
30 Apr 2026 · US SEC · Web page
2025 Form 20-F: commercial AI-infrastructure agreement. March 2026 Nebius release adds capacity deal.
Nebius Inflection 2026 · 17:4819 Jun 2026 · Nebius · Video · Starts at 17:4817:48: Nebius names Meta among users of its bare-metal infrastructure.
Nebius Group (NBIS) Q4 2025 Earnings Call Transcript & Audio
18 Oct 2026 · stockanalysis.com · Web page
Andrey Korolenko and Dado Alonso say Nebius delivered both contracted Meta capacity tranches on time, with deployments live by early February 2026 and the contract fully in servicing.
Nebius Group (NBIS) Q4 2025 Earnings Call Transcript & Audio18 Oct 2026 · stockanalysis.com · Web pageAndrey Korolenko and Dado Alonso say Nebius delivered both contracted Meta capacity tranches on time, with deployments live by early February 2026 and the contract fully in servicing.
Learn AI for maths | LIMS
18 Oct 2026 · lims.ac.uk · Web page
The London Institute for Mathematical Sciences states that Nebius assists Meta in training and deploying frontier models at scale.
Learn AI for maths | LIMS18 Oct 2026 · lims.ac.uk · Web pageThe London Institute for Mathematical Sciences states that Nebius assists Meta in training and deploying frontier models at scale.
Meta, operated by Meta Platforms, Inc., develops social platforms, messaging services, AI software and consumer hardware. Its apps include Facebook, Instagram, WhatsApp, Messenger and Threads, serving individuals, creators and businesses that communicate, share content and reach customers. Meta sells advertising across its apps and offers Meta AI for assistance and content creation. Its Reality Labs products include Meta Quest headsets, software and content through the Meta Horizon Store, and Ray-Ban Meta and Oakley Meta AI glasses.
Dutch consumer group seeks court restrictions on Meta camera glasses
MIXED reported that Consumentenbond filed a lawsuit seeking privacy changes to Meta’s camera glasses, with a sales ban requested if compliance proves impossible. The hearing is scheduled for November 26. The claimant originally announced the proceedings on October 15.
Meta removes AI-training provision from commercial terms
Meta removed language suggesting it could use content from business-linked websites to train its products. The company said the revision clarifies terms for advertising and business products and does not change its web-crawling practices.
Brazilian electoral court orders Meta to treat runoff candidates equally
Reuters reported that a Brazilian electoral court justice ordered Meta to avoid unjustifiably limiting either presidential candidate’s political content through the runoff campaign. The ruling also requires Meta AI to avoid favoring either candidate in election content.
