NBIS stock today rallies after Meta signs $27 billion AI infrastructure partnership with Nebius - here's what investors need to know

NBIS stock today: Shares of Nebius surged in premarket trading Monday after the company announced a major long-term agreement with Meta worth up to $27 billion for artificial intelligence infrastructure, as per a report.

Nebius (NBIS) stock jumps as Meta signs up to $27 billion AI infrastructure deal

The Dutch cloud provider said the deal will span five years and significantly expand its role in the fast-growing AI cloud computing market.

Nebius shares jumped more than 11% in premarket trading following the announcement.

Meta commits billions to Nebius AI cloud capacity

Under the agreement, Nebius will provide $12 billion in dedicated computing capacity to Meta over the next five years, as per a CNBC report. The infrastructure will be deployed across multiple locations and will include what the company described as one of the first large-scale deployments of the latest AI-focused chips from Nvidia, known as Vera Rubin chips.

In addition to the dedicated capacity, Meta has also committed to purchasing additional available computing resources from Nebius worth up to $15 billion during the same period.

The Netherlands-based company has quickly become a notable European player in the rapidly expanding AI cloud infrastructure sector.

NBIS stock (Nebius) performance since its 2024 New York listing

Nebius has seen its share price climb more than 400% since its listing in New York in 2024. The stock rose more than 200% in 2025 alone and is already up about 35% so far in 2026.

Arkady Volozh, founder and CEO of Nebius, said that the, “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,” as quoted by CNBC.

Citigroup initiates coverage on Nebius with buy rating

Analysts at Citigroup said on Monday that they were initiating coverage of Nebius with a buy/high risk rating, as reported by CNBC.

The bank noted that its outlook was supported by a “differentiated view on AI datacenter [total addressable market] growth, margin improvement and NBIS’s capital-efficient scaling,” as quoted in the report.

AI infrastructure spending race among Meta, Amazon, Microsoft and Alphabet

Meta is among a group of major tech companies racing to expand infrastructure to power the AI boom.

The company expects its AI-related capital expenditure to reach between $115 billion and $135 billion this year. That spending is part of roughly $700 billion in combined AI infrastructure investment planned by hyperscalers including Amazon, Alphabet and Microsoft.

Nvidia’s $2 billion investment boosts Nebius growth outlook

Investor enthusiasm around AI cloud infrastructure has also been growing rapidly.

Last week, UK-based AI data center startup Nscale said it raised $2 billion at a $14.6 billion valuation from investors including Nvidia.

Around the same time, Nvidia also announced a $2 billion investment in Nebius, sending the company’s stock up about 16%.

Nebius was founded in 2022 following a restructuring of operations outside Russia by Yandex.

The company listed in New York in 2024 and has since secured several large AI infrastructure agreements.

In September, Nebius also signed a deal with Microsoft to provide computing resources worth up to $19.4 billion over five years.

FAQs

Why did Nebius stock jump?
Nebius stock surged after the company announced a long-term AI infrastructure deal with Meta worth up to $27 billion.

How much is Meta’s deal with Nebius worth?
The total agreement could reach up to $27 billion over five years.