Contract Ledger

The Facility Agreement provides for a senior secured term loan facility in an aggregate principal amount of approximately $775 million. ... The vehicle is backed by deployed GPU infrastructure and contracted cash flows from an agreement with an investment-grade customer. The facility matures October 31, 2030, and is priced at SOFR + 2.50%.

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.

we are announcing a new site in Pennsylvania where we have secured power for a deployment of up to 1.2 GW.

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.

Nebius has amended its agreement with Microsoft to add 1.2 GW of additional capacity in the United States. ... Under the amended agreement, Microsoft will prepay an aggregate of $2.2 billion for the additional capacity.

On September 8, 2025, Nebius, Inc., a wholly owned subsidiary of the Company, entered into a commercial agreement (the "Agreement") with Microsoft, pursuant to which Nebius Inc. will provide Microsoft access to dedicated GPU infrastructure capacity in clusters (each, a "GPU Service") at its new data center in Vineland, New Jersey over a five-year term. ... Microsoft has committed to pay the Company fees under the Agreement estimated to be up to $17.4 billion through 2031.

Extension: Microsoft may acquire additional services and/or capacity under the Agreement.

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.

On September 8, 2025, Nebius, Inc. (the "Company"), a wholly owned subsidiary of Nebius Group N.V. ("Nebius Group"), entered into a commercial agreement (the "Agreement") with Microsoft, pursuant to which the Company will provide Microsoft access to dedicated GPU infrastructure capacity in tranches (each, a "GPU Service") at its new data center in Vineland, New Jersey (the "Data Center") over a five-year term. ... Subject to the satisfaction of the deployment and availability of the GPU Services, the total contract value is about $17.4 billion through 2031. Microsoft may also acquire additional services and/or capacity under the Agreement, which would increase the total contract value to about $19.4 billion.