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
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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.”