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Nebius Teams Up With Meta — And The AI Compute Race Is Heating Up!

The artificial intelligence boom has created a new kind of gold rush. Companies are racing to build models, train algorithms, and deploy AI tools across industries. But behind that race sits a less visible battle: the scramble for computing power. One company suddenly sitting near the center of that story is Nebius. The firm operates large-scale AI cloud infrastructure designed to train and run advanced AI models. While the headlines often focus on chip makers or AI labs, Nebius is positioning itself as a supplier of the infrastructure those companies depend on. That role became clearer after the company secured a five-year agreement worth roughly $27 billion with Meta to supply AI computing capacity. The deal includes about $12 billion of dedicated capacity, with Meta retaining the option to purchase an additional $15 billion over the contract period. Meta’s agreement is not happening in isolation. Nebius previously struck a $17.