Meta residual capacity purchase commitment
Company: Nebius
The claim, verbatim
Meta agreed to buy residual compute capacity in specific clusters Nebius cannot sell to third parties, for up to an additional $15 billion, bringing potential total to about $27 billion.
Source (primary)
Nebius Earnings Preview: Revenue Expected to Grow Over 500%, Wall Street Highest Price Target at $410 - TradingKey (-, news_article)
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Quote: “Meta also agreed to purchase residual compute capacity in specific clusters that Nebius is unable to sell to third-party customers, for an additional amount of up to $15 billion”
How we checked this
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Additional evidence
confirms Nebius Earnings Preview: Revenue Expected to Grow Over 500%, Wall Street Highest Price Target at $410 - TradingKey
Quote: “Meta also agreed to purchase residual compute capacity in specific clusters that Nebius is unable to sell to third-party customers, for an additional amount of up to $15 billion”