Meta strategic agreement
Company: Nebius
The claim, verbatim
Five-year agreement with Meta for up to $27 billion, comprising $12 billion compute capacity purchase beginning early 2027 and $15 billion capacity option
Source (primary)
nebius 8-K exhibit (tm2614392d1_ex99-2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-07)Live source ↗
Quote: “We landed a second large agreement with Meta for up to $27 billion...A $12 billion, five-year purchase of compute capacity that is scheduled to begin in early 2027; An additional $15 billion contract that allows Nebius to sell capacity to Meta on pre-agreed terms”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
The document details the $27 billion five-year Meta agreement split into a $12 billion compute purchase beginning early 2027 and a $15 billion capacity contract.
Confirmed in the source:
- Nebius reached a five-year agreement with Meta worth up to $27 billion
- The deal includes a $12 billion compute capacity purchase scheduled to begin in early 2027
- The deal includes an additional $15 billion capacity contract
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465926059872/tm2614392d1_ex99-2.htm) in full (43,236 characters, retrieved September 7, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms nebius 8-K exhibit (tm2614392d1_ex99-2.htm)
Quote: “We landed a second large agreement with Meta for up to $27 billion...A $12 billion, five-year purchase of compute capacity that is scheduled to begin in early 2027; An additional $15 billion contract that allows Nebius to sell capacity to Meta on pre-agreed terms”