Meta GPU cluster deployment
Company: Nebius
What the later record shows
Delivered on time · happened February 28, 2026
The 20-F says the first Meta tranche was delivered in November 2025 and the second in February 2026. The Q4 letter says both tranches were delivered 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
Will deploy GPU services to Meta in two tranches during December 2025 and February 2026, along with associated storage and connectivity services
Source (primary)
Nebius 424B5 filed 2025-11-12 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “We will deploy the GPU services in two tranches during December 2025 and February 2026, along with associated storage and connectivity services”
How we checked this
Checked on October 11, 2026. The cited source supports every part of this claim.
The prospectus supplement's description of the Meta agreement states that Nebius will deploy the GPU services to Meta in two tranches during December 2025 and February 2026, together with associated storage and connectivity services, which covers every part of the claim.
Confirmed in the source:
- Nebius (through its subsidiary Nebius, Inc.) will deploy GPU services to Meta Platforms, Inc. under a commercial agreement entered into in November 2025
- The GPU services will be deployed in two tranches
- The tranches are scheduled for December 2025 and February 2026
- The deployment includes associated storage and connectivity services
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1513845/000110465925110025/tm2530771-1_424b5.htm) in full (236,056 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius 424B5 filed 2025-11-12
Quote: “We will deploy the GPU services in two tranches during December 2025 and February 2026, along with associated storage and connectivity services”
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.”