Meta Signs $27B GPU Cloud Deal with Nebius for Next-Gen AI Infrastructure

Meta committed up to $27B to Nebius Group for five years of dedicated GPU cloud capacity, co-anchoring the commercial launch of Nvidia's Vera Rubin GPU platform. Nvidia simultaneously announced a $2B investment in Nebius to build multiple gigawatt-scale AI factories in the US. The deal signals a structural shift toward long-term, pre-committed AI compute contracts rather than spot cloud markets.