Drooid Logo
Back to today’s briefing

Story perspectives

Nebius Secures $27 Billion AI Deal with Meta

3/17/2026

48 10 Full Breakdown

1 of 1

Story summary
  • Nebius Group secured a five-year AI infrastructure deal with Meta Platforms, Inc., worth up to $27 billion, including $12 billion in guaranteed capacity and an option to purchase an additional $15 billion in capacity.
  • The deal starts in early 2027, expanding Nebius's prior $3 billion contract with Meta.
  • Nebius will use Nvidia's Vera Rubin platform for the infrastructure.
  • Following the announcement, Nebius shares rose nearly 16%.