1 week ago
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Jeremy Phillips
Mon, March 16, 2026 astatine 7:07 AM CDT 4 min read
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Nebius Group (NBIS) secured a $27 cardinal woody with Meta implicit 5 years ($12 cardinal dedicated capableness positive up to $15 cardinal further compute) and is surging 14% successful pre-market trading, representing a declaration exceeding the company’s $24.79 cardinal marketplace cap. The woody includes 1 of the archetypal large-scale deployments of NVIDIA’s Vera Rubin AI chips.
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Meta is locking successful capableness with Nebius arsenic portion of its $135 cardinal AI capex program this year, betting connected the company’s proven way grounds of delivering infrastructure connected docket for hyperscalers gathering AI infrastructure astatine scale.
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Nebius conscionable landed the biggest declaration successful its abbreviated history. Nebius Group (NASDAQ:NBIS) is surging 14% successful pre-market trading aft announcing a woody with Meta (NASDAQ:META) worthy up to $27 cardinal implicit 5 years - $12 cardinal successful dedicated capableness and up to $15 cardinal successful further disposable compute. The woody besides includes 1 of the archetypal large-scale deployments of NVIDIA's caller Vera Rubin AI chips.
For context: Nebius's full marketplace headdress sits astir $25 billion. A azygous lawsuit conscionable committed to a declaration that could transcend the company's existent marketplace value.
This isn't a random vendor relationship. Meta has disclosed up to $135 cardinal successful AI capex planned for this year, and they request partners who tin present astatine scale, connected time. Nebius proved it could, completing multi-year capableness agreements with some Microsoft ($17.4 cardinal to $19.4 cardinal done 2031) and Meta connected docket - a way grounds that matters erstwhile hyperscalers are racing to physique AI infrastructure.
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Nebius ended 2025 with 170+ MW of progressive power, sold retired of each disposable rack and actively turning customers away. The Q4 gross miss wasn't a request occupation - it was a proviso problem. The institution reported $227.7 cardinal successful Q4 revenue, increasing 503.6% year-over-year, with ARR ending the twelvemonth astatine $1.25 billion, blowing past guidance of $900 cardinal to $1.1 billion.
CEO Arkady Volozh acceptable the signifier heading into 2026:
"2025 has been a gathering twelvemonth arsenic we enactment successful spot the infrastructure and model for aboriginal accelerated growth. This year, we judge that we person successfully laid the foundations for an outstanding 2026 — a twelvemonth that should firmly presumption america among the apical AI unreality businesses globally. And astatine the aforesaid time, 2026 is inactive conscionable the beginning."
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