GPU Services Tranche 1 deployment
Company: Nebius
What the later record shows
Delivered; the record does not say when
The 20-F describes the Meta agreement in the present tense: the Group provides Meta access to capacity delivered in two tranches. No passage says when the first tranche went live, so on-time delivery in December 2025 cannot be confirmed.
“pursuant to which the Group provides Meta with access to dedicated GPU cloud computing capacity and related cloud infrastructure services over a five-year term delivered in two tranches”
2026-04-29 · Nebius 20-F filed 2026-04-30 View cached copy (2026-08-31)Live source ↗
Checked October 10, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
First tranche of GPU Services will be deployed in December 2025
Source (primary)
Nebius 6-K filed 2025-11-12 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “The GPU Services will be deployed in two tranches during December 2025 and February 2026”
How we checked this
Checked on October 11, 2026. The cited source supports every part of this claim.
The 6-K says the GPU Services will be deployed in two tranches during December 2025 and February 2026, and describes the second tranche as following the first. The earlier month therefore corresponds to the first tranche, although the filing does not use the word 'respectively'.
Confirmed in the source:
- Nebius will deploy the GPU Services under its Meta order in two tranches
- The filing lists the two tranches against December 2025 and February 2026, in that order, so the first tranche corresponds to December 2025
- The filing treats the first tranche as going live before the second
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1513845/000110465925109803/tm2530882d2_6k.htm) in full (2,831 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius 6-K filed 2025-11-12
Quote: “The GPU Services will be deployed in two tranches during December 2025 and February 2026”
confirms Nebius 20-F filed 2026-04-30
Quote: “pursuant to which the Group provides Meta with access to dedicated GPU cloud computing capacity and related cloud infrastructure services over a five-year term delivered in two tranches”