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Nebius Group
Nebius signs new AI infrastructure agreement with Meta; deal to accelerate growth of Nebius’s core business in AI cloud
Amsterdam, March 16, 2026 — Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company, today announced a new long-term AI infrastructure supply agreement with Meta, strengthening the collaboration between the companies. Under the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform. Nebius will deliver this capacity starting early 2027. Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta. The agreement has a contract value of up to approximately $27 billion. Arkady Volozh, founder and CEO of Nebius, said: “We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver.” Nebius’s guidance for 2026 remains unchanged. About Nebius Nebius, the AI cloud company, is building the full-stack platform for developers and companies to take charge of their AI future — from data and model training to production deployment. Founded on deep in-house technological expertise and operating at scale with a rapidly expanding global footprint, Nebius serves startups and enterprises building AI products, agents, and services worldwide. Nebius is listed on Nasdaq (NASDAQ: NBIS) and headquartered in Amsterdam. For more information please visit www.nebius.com Contacts Media relations: media@nebius.com Investor relations: askIR@nebius.com Disclaimer Forward-looking statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which involve risks and uncertainties. All statements contained in this press release other than statements of historical fact, including, without limitation, statements regarding our future financial and business performance, strategy, expected growth, planned investments and capital expenditures, capacity expansion plans, anticipated future financing transactions and expected financial results, are forward-looking statements. The words “anticipate, ” “believe, ” “continue, ” “estimate, ” “expect, ” “guide, ” “intend, ” “likely, ” “may, ” “will” and similar expressions and their negatives are intended to identify forward-looking statements. These forward-looking statements are subject to risks, uncertainties and assumptions, some of which are beyond our control. Actual results may differ materially from the results predicted or implied by such statements, and our reported results should not be considered as an indication of future performance. The potential risks and uncertainties that could cause actual results to differ from the results predicted or implied by such statements include, among others: market, macroeconomic and geopolitical conditions; our ability to build, operate and manage our businesses to the desired scale; competitive pressures; technological developments; our ability to secure and retain clients; our ability to secure additional capital to enable the growth of the business; unpredictable sales cycles; and potential pricing pressures; as well as those risks and uncertainties related to our continuing businesses included under the captions “Risk Factors” and “Operating and Financial Review and Prospects” in our Annual Report on Form 20-F for the year ended December 31, 2024, filed with the SEC on April 30, 2025, which is available on our investor relations website at https://nebius.com/investor-hub and on the SEC website at www.sec.gov. All information in this press release is as of the date hereof (unless stated otherwise). Except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events. In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date hereof and, while we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete, and our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relevant information. These statements are inherently uncertain, and investors are cautioned not to unduly rely upon these statements.
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2291526 16-March-2026
