Meta optional GPU capacity order
Company: Nebius
The claim, verbatim
Nebius has arrangement with Meta for access to any unsold GPU cluster capacity with Meta obligated to purchase unsold capacity for remainder of 5-year period from initial deployment, potential total contract value up to $15 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: “A further Meta Order establishes an arrangement that provides Meta with access to any unsold capacity in respect of certain GPU clusters as specified in the Second Meta Agreement. It is the Group's current intention to sell such capacity in its AI cloud to third-party customers. Under the terms of this Meta Order, in instances where the relevant capacity is not sold by Nebius to other customers, Meta is obligated to purchase such unsold capacity for the remainder of the period ending 5 years from the date on which such unsold capacity was initially deployed. This Meta Order has a potential total contract value of up to $15 billion.”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document establishes each assertion: the unsold-capacity arrangement, Meta's obligation to purchase unsold capacity for the remainder of the 5-year period from initial deployment, and the up-to-$15 billion potential value.
Confirmed in the source:
- A further Meta Order gives Meta access to any unsold capacity in certain GPU clusters
- Meta is obligated to purchase unsold capacity if Nebius does not sell it to other customers
- The obligation runs for the remainder of the period ending 5 years from initial deployment of that capacity
- This Meta Order has a potential total contract value of up to $15 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: “A further Meta Order establishes an arrangement that provides Meta with access to any unsold capacity in respect of certain GPU clusters as specified in the Second Meta Agreement. It is the Group's current intention to sell such capacity in its AI cloud to third-party customers. Under the terms of this Meta Order, in instances where the relevant capacity is not sold by Nebius to other customers, Meta is obligated to purchase such unsold capacity for the remainder of the period ending 5 years from the date on which such unsold capacity was initially deployed. This Meta Order has a potential total contract value of up to $15 billion.”