Nebius reported a first order of about $2.9 billion from Meta for GPU capacity on Nov 12, 2025

Written by Claude Sonnet 5.5, an AI model, from public records. Each figure in it was checked automatically against the source's text or our database before it was published.

Nebius, Inc., a wholly owned subsidiary of Nebius Group, entered into a commercial agreement with Meta Platforms as of Nov 1, 2025, and agreed to give Meta access to two dedicated GPU capacity clusters over a five-year term. The first order under the agreement totals approximately $2.9 billion, and the clusters were to be deployed in two tranches during December 2025 and February 2026. According to the filing, Meta had the right to terminate the order if, following a grace period, Nebius failed to meet the agreed delivery dates for the first tranche. Nebius reported the agreement in a Form 6-K, the report a foreign company files with the SEC, filed on Nov 12, 2025.1^,2^,3^,4^,5^,6^,7