Meta GPU infrastructure orders
Company: Nebius
The claim, verbatim
Nebius entered into Infrastructure Services Agreement with Meta Platforms for dedicated GPU capacity clusters across multiple locations with deployments in tranches starting early 2027, each for 5-year duration with associated storage and connectivity services, total contract value $12 billion
Source (primary)
nebius 8-K exhibit (nbis-20260331xex99d2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-06)Live source ↗
Quote: “On March 13, 2026, the Group entered into an Infrastructure Services Agreement (the "Second Meta Agreement") with Meta Platforms, Inc. ("Meta"), pursuant to which the Group and Meta entered into a series of orders, each for a duration of 5 years (each a "Meta Order"). Certain of the Meta Orders are for dedicated GPU capacity clusters across multiple locations, with deployments in tranches starting early 2027, and each order with associated storage and connectivity services. These Meta Orders have a total contract value of $12 billion.”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document states verbatim that Nebius entered the Second Meta Agreement on March 13, 2026 for 5-year GPU capacity orders across multiple locations, deploying in tranches from early 2027, with storage and connectivity, totaling $12 billion.
Confirmed in the source:
- Nebius entered an Infrastructure Services Agreement with Meta Platforms, Inc.
- The Meta Orders are for dedicated GPU capacity clusters across multiple locations
- Deployments are in tranches starting early 2027
- Each Meta Order has a 5-year duration
- Each order includes associated storage and connectivity services
- The Meta Orders have a total contract value of $12 billion
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465926064092/nbis-20260331xex99d2.htm) in full (90,544 characters, retrieved September 6, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms nebius 8-K exhibit (nbis-20260331xex99d2.htm)
Quote: “On March 13, 2026, the Group entered into an Infrastructure Services Agreement (the "Second Meta Agreement") with Meta Platforms, Inc. ("Meta"), pursuant to which the Group and Meta entered into a series of orders, each for a duration of 5 years (each a "Meta Order"). Certain of the Meta Orders are for dedicated GPU capacity clusters across multiple locations, with deployments in tranches starting early 2027, and each order with associated storage and connectivity services. These Meta Orders have a total contract value of $12 billion.”