Meta GPU infrastructure agreement
Company: Nebius
The claim, verbatim
Entered into commercial agreement to provide Meta access to two dedicated GPU infrastructure capacity clusters over five-year term with total contract value of approximately $2.9 billion
Source (primary)
Nebius 424B5 filed 2025-11-12 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “our wholly subsidiary Nebius, Inc., entered into a commercial agreement with Meta Platforms, Inc. ("Meta"), pursuant to which we will provide Meta access to two dedicated GPU infrastructure capacity clusters over a five-year term...The total contract value is approximately $2.9 billion”
How we checked this
Checked on September 16, 2026. The cited source supports every part of this claim.
The 'Recent Developments' section sets out the Meta agreement, the two dedicated GPU clusters, the five-year term, and the approximately $2.9 billion contract value.
Confirmed in the source:
- Nebius's wholly owned subsidiary Nebius, Inc. entered into a commercial agreement with Meta Platforms, Inc. in November 2025
- Under the agreement Nebius will provide Meta access to two dedicated GPU infrastructure capacity clusters
- The term of the Meta agreement is five years
- The total contract value of the Meta agreement is approximately $2.9 billion
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: “our wholly subsidiary Nebius, Inc., entered into a commercial agreement with Meta Platforms, Inc. ("Meta"), pursuant to which we will provide Meta access to two dedicated GPU infrastructure capacity clusters over a five-year term...The total contract value is approximately $2.9 billion”