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NBIS Stock News Today: Meta Platforms has entered into a major long-term agreement with Dutch cloud company Nebius to invest as much as $27 billion in artificial intelligence infrastructure.
The company confirmed the deal on Monday. The agreement is designed to expand computing capacity needed for Meta’s rapidly growing AI operations.
The partnership will span five years and involve large-scale deployment of advanced computing systems.
Nebius said it will deliver about $12 billion in dedicated AI infrastructure capacity during the contract period.
The resources will be installed across several global locations to support Meta’s AI workloads.
The project will also include one of the first large-scale rollouts of new AI processors from Nvidia. These systems will use Nvidia’s latest AI-focused Vera Rubin chips.
Following the announcement, Nebius shares rose sharply. The company’s stock climbed about 14% in early trading as investors reacted to the multi-billion-dollar partnership.
The deal reflects the growing demand for high-performance computing as major technology firms race to expand artificial intelligence capabilities.
Meta has continued increasing investments in AI infrastructure as competition intensifies across the tech sector.
Meta Platforms has agreed to secure more artificial intelligence computing capacity from Dutch cloud firm Nebius under an expanded long-term arrangement.
The social media giant said it may purchase extra available compute resources worth up to $15 billion over the next five years.
The capacity will help power Meta’s growing portfolio of AI technologies and large-scale machine learning systems.
Nebius, based in the Netherlands, has quickly established itself as a major European contender in the fast-growing AI cloud infrastructure market.
The company focuses on providing specialized computing power designed for advanced artificial intelligence workloads.
Investor enthusiasm for the firm has been strong. Nebius’ share price has climbed more than 400% since the company debuted on the New York market in 2024.
The agreement highlights the rising global demand for high-performance computing as technology companies continue expanding investments in artificial intelligence platforms.
Arkady Volozh, the founder and chief executive of Nebius, said the company’s strengthened partnership with Meta Platforms marks an important step in expanding its artificial intelligence cloud operations.
In a statement, Volozh said the agreement reflects Nebius’ strategy to secure major long-term capacity contracts.
He noted that such deals will help accelerate the development and expansion of the company’s core AI cloud platform.
Meanwhile, analysts at Citigroup announced Monday that they have begun formal coverage of Nebius.
The bank assigned the stock a “buy” rating but classified the investment as high risk.
Citi said its outlook is based on expectations of rapid growth in the global AI data center market.
Analysts also highlighted the company’s potential to improve margins and scale its infrastructure efficiently while maintaining disciplined capital use.
The assessment reflects growing investor interest in firms building large-scale computing infrastructure as demand for artificial intelligence technology continues to accelerate worldwide.
Meta Platforms is preparing to significantly increase spending on infrastructure as competition intensifies in the artificial intelligence sector.
The company is among several global hyperscalers investing heavily in data centers and advanced computing systems needed to support the growing AI industry.
Meta said its capital expenditure related to AI could reach between $115 billion and $135 billion this year.
The funds are expected to support the expansion of large-scale computing infrastructure and next-generation AI technologies.
Other major technology companies are making similar investments.
Industry leaders including Amazon, Alphabet, and Microsoft are also accelerating spending to strengthen their AI capabilities.
Together, these hyperscale firms are projected to invest about $700 billion in infrastructure as they compete to power the next wave of artificial intelligence innovation.
Investor enthusiasm for the artificial intelligence cloud infrastructure market continues to accelerate as companies secure large funding rounds.
U.K.-based AI data center startup Nscale announced last week that it raised $2 billion in fresh capital. The funding round placed the company’s valuation at approximately $14.6 billion.
The investment attracted backing from several major technology players, including semiconductor leader Nvidia.
The chipmaker has been increasing its involvement in projects tied to AI infrastructure development.
Nvidia also disclosed a separate $2 billion investment in Dutch cloud firm Nebius last week.
The announcement triggered a strong market reaction. Nebius shares climbed about 16% following the news of Nvidia’s strategic investment.
The wave of funding highlights growing confidence among investors in companies building the data centers and computing platforms needed to support the expanding global AI industry.
Nebius was created in 2022 after a restructuring of the international operations of Russian technology firm Yandex.
The company focused on building AI cloud infrastructure outside Russia.
Nebius later made its public market debut in New York in 2024. Since then, the company has experienced strong growth in investor interest.
The firm’s share price surged more than 200% during 2025 as demand for artificial intelligence computing infrastructure increased.
The upward momentum has continued in 2026, with the stock gaining around 35% so far this year.
Nebius has also secured major contracts with global technology companies.
In September, the company reached an agreement with Microsoft to supply large-scale computing resources.
The deal could be valued at up to $19.4 billion over a five-year period.
The partnership reflects rising demand for high-performance computing needed to support advanced AI development.
Visual Disclaimer: This is an AI-generated illustrative portrait. It is used for creative representation and does not depict a real-time event. Created by AD News Live.
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