6-K - Nebius Group N.V. | StockGist

AI Analysis

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Nebius Group N.V. announced a new five-year AI infrastructure supply agreement with Meta under which Nebius will provide $12 billion of dedicated capacity across multiple locations using NVIDIA Vera Rubin platform starting early 2027, with Meta committing to up to $15 billion additional capacity for a total value of up to $27 billion. This expands the partnership to accelerate Nebius’s AI cloud business growth.

Key Takeaways

1Five-year agreement with Meta for $12 billion dedicated AI capacity

2Capacity based on NVIDIA Vera Rubin platform across multiple locations

3Delivery starts early 2027

4Meta committed to purchase up to $15 billion additional compute capacity

5Nebius to sell additional capacity to third-party customers, remainder to Meta

6Total contract value up to $27 billion

Current Report Details

Event Type

Securities Issuance

Disclosure

Voluntary

Variant

6-K

Items Reported

6-K

Current Report on Form 6-K

Securities Issuance

$27.00B$12.00B$15.00B

Transaction Details

Material Agreement

Parties: Nebius Group N.V., Meta

•Five-year agreement
•Provide $12 billion of dedicated capacity across multiple locations
•Based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform
•Deliver capacity starting early 2027
•Meta committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to $15 billion over five-year period
•Nebius intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta
•Contract value of up to approximately $27 billion

Exhibits (2)

6-K

FORM 6-K

99.1

EXHIBIT 99.1