GPU Services Tranche 2 deployment
Company: Nebius
What the later record shows
Delivered on time · happened February 28, 2026
The quoted two-tranche December 2025/February 2026 schedule is the Meta order. The 20-F states the second Meta tranche was delivered in February 2026, and the shareholder letter says this was on time.
“Meta: Both contracted tranches related to Meta were successfully delivered on time, and we are now fully in the servicing stage.”
2026-02-11 · nebius 8-K exhibit (tm266173d1_ex99-2.htm) View cached copy (2026-09-13)Live source ↗
“We delivered the first tranche to Meta in November 2025 and the second in February 2026.”
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
Second tranche of GPU Services will be deployed in February 2026
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 states that the second tranche follows once the first is live. The later month therefore corresponds to the second 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 second tranche corresponds to February 2026
- The filing treats the second tranche as following the first tranche going live
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: “We delivered the first tranche to Meta in November 2025 and the second in February 2026.”
confirms nebius 8-K exhibit (tm266173d1_ex99-2.htm)
Quote: “Meta: Both contracted tranches related to Meta were successfully delivered on time, and we are now fully in the servicing stage.”