Meta $12B capacity, tranches from early 2027
Company: Nebius
The claim, verbatim
Nebius's Meta agreement includes $12 billion of dedicated capacity orders over five years, deployed in tranches starting in early 2027. In August, management said the capacity was on track for early 2027.
Source (primary)
Why Nebius Took a One-Year Loan to Build for Five-Year Contracts - Global Data Center Hub (-, news_article)
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Quote: “Nebius’s Meta agreement includes $12 billion of dedicated capacity orders over five years, deployed in tranches starting in early 2027. In August, management said that capacity was on track for early 2027.”
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Additional evidence
confirms Why Nebius Took a One-Year Loan to Build for Five-Year Contracts - Global Data Center Hub
Quote: “Nebius’s Meta agreement includes $12 billion of dedicated capacity orders over five years, deployed in tranches starting in early 2027. In August, management said that capacity was on track for early 2027.”