Meta AI

We landed a second large agreement with Meta for up to $27 billion, giving us substantial new capital to accelerate the growth of our AI cloud business and pursue potential additional financing at attractive rates. The deal comprises two parts: A $12 billion, five-year purchase of compute capacity that is scheduled to begin in early 2027; An additional $15 billion contract that allows Nebius to sell capacity to Meta on pre-agreed terms, or to our AI cloud customers at market rates.

On March 31, 2026, the Company and Meta Platforms, Inc. (“Meta”) entered into a new order form (the “Order Form”) under the existing Master Services Agreement (“MSA”) dated as of December 10, 2023, pursuant to which the Company provides Meta access to cloud computing capacity through fulfillment of reserved capacity orders submitted to the Company by Meta and as may be amended upon the Company’s and Meta’s mutual agreement. Subject to any termination described below and satisfaction of delivery and availability of service requirements, Meta has initially committed to pay the Company approximately $21 billion, inclusive of (i) access to new computing capacity under the Order Form through December 20, 2032 and (ii) the exercise of an existing option to access additional computing capacity un

A further Order establishes an arrangement that provides Meta with access to any unsold capacity in respect of certain GPU clusters as specified in the Agreement. It is the Company's current intention to sell such capacity in its AI cloud to third-party customers. Under the terms of this Order, in instances where the relevant capacity is not sold by Nebius to other customers, Meta is obligated to purchase such unsold capacity for the remainder of the period ending 5 years from the date on which such unsold capacity was initially deployed. This Order has a potential total contract value of up to $15 billion.

Under the arrangement, the parties entered into an amendment to that certain Master Purchase Agreement dated May 23, 2023 (the “Agreement”) and concurrent with the Warrant issuance, Meta agreed to a binding commitment under the Agreement to purchase (directly or through its affiliates, or indirectly through authorized third parties (“Authorized Purchasers”)) the initial one (1) gigawatt equivalent of certain AMD Instinct GPU products. ... AMD and Meta today announced a 6-gigawatt agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs.

In November 2025, Nebius, Inc., a wholly owned subsidiary of Nebius Group N.V., entered into a commercial agreement (the "Agreement") with Meta Platforms, Inc. ("Meta"), pursuant to which, under the first order form under that Agreement (the "Order"), the Company will provide Meta access to two dedicated GPU infrastructure capacity clusters (each, a "GPU Service") over a five-year term. ... The Order has a total contract value of approximately $2.9 billion.

Extension: Meta may extend the term of the GPU Services and/or acquire additional services and/or capacity under the Agreement.

Nebius today also announced a new agreement to deliver AI infrastructure to Meta valued at approximately $3 billion over 5 years.

CoreWeave signs $14.2 billion AI infrastructure deal with Meta (September 30, 2025)

On September 25, 2025, CoreWeave, Inc. (the “Company”) and Meta Platforms, Inc. (“Meta”) entered into a new order form (the “Order Form”) under the existing Master Services Agreement (“MSA”) dated as of December 10, 2023, pursuant to which the Company provides Meta access to cloud computing capacity through fulfillment of reserved capacity orders submitted to the Company by Meta and as may be amended upon the Company’s and Meta’s mutual agreement. Subject to any termination described below and satisfaction of delivery and availability of service requirements, Meta has initially committed to pay the Company up to approximately $14.2 billion through December 14, 2031 under the Order Form, with the option to materially expand its commitment through 2032 for additional cloud computing capacity

Extension: Option to materially expand commitment through 2032 for additional cloud computing capacity under the Order Form.