Multi-year compute capacity deal with Meta
Company: Nebius
The claim, verbatim
Nebius announced a $27 billion multi-year deal with Meta, providing $12 billion in dedicated compute capacity with options for up to $15 billion in additional capacity
Source (primary)
Nebius Reports Whopping 684% Jump In Q1 Revenue, Secures Power For New 1.2 GW Facility — CEO Touts ‘Unprecedented Demand’ - Stocktwits (-, news_article)
View cached copy (2026-08-31)Live source ↗
Quote: “Nebius touted a $27 billion multi-year deal with Meta Platforms Inc. (META) in March 2026, providing it with $12 billion worth of dedicated capacity across locations. The company also said Meta had committed to purchasing up to $15 billion in additional compute capacity”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document confirms the $27 billion Meta deal, the $12 billion dedicated capacity, and the up to $15 billion additional commitment.
Confirmed in the source:
- Nebius announced a $27 billion multi-year deal with Meta
- The deal provides $12 billion of dedicated capacity across locations
- Meta committed to purchasing up to $15 billion in additional compute capacity
What we did: Read our cached copy of the publisher (https://stocktwits.com/news-articles/markets/equity/nbis-stock-soaring-today-after-nebius-q1-results-ceo-unprecedented-demand/cZXLSpmRe0r) in full (6,166 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius Reports Whopping 684% Jump In Q1 Revenue, Secures Power For New 1.2 GW Facility — CEO Touts ‘Unprecedented Demand’ - Stocktwits
Quote: “Nebius touted a $27 billion multi-year deal with Meta Platforms Inc. (META) in March 2026, providing it with $12 billion worth of dedicated capacity across locations. The company also said Meta had committed to purchasing up to $15 billion in additional compute capacity”