Nebius Signs $3 Billion AI Infrastructure Deal with Meta, Reports Strong Revenue Growth

Nebius Group, an AI infrastructure company based in Amsterdam, has announced a $3 billion agreement with Meta Platforms (the owner of Facebook) to provide AI infrastructure over the next five years. This partnership highlights the growing demand for computing power to support artificial intelligence development.

The new contract with Meta is Nebius's second major hyperscale partnership this year, following an earlier $17 billion agreement with Microsoft. These deals are expected to boost Nebius's long-term growth.

For the third quarter of 2025, Nebius reported a revenue increase of 355% compared to the same period last year. However, the company also posted a net income loss that was larger than what analysts had expected.

Despite missing some financial forecasts, Nebius's stock price rose following the Meta deal announcement, indicating strong investor confidence in the company's business strategy.

Nebius provides technology and infrastructure needed for artificial intelligence applications, helping large companies run complex AI workloads.

Nebius will supply Meta Platforms with AI infrastructure worth $3 billion over five years.

Investors reacted positively to the large new contract with Meta, seeing it as a sign of strong future growth for Nebius.

Earlier this year, Nebius signed a $17 billion agreement to provide AI infrastructure to Microsoft.

Reuters

Nebius Group has signed a deal worth about $3 billion with Meta to provide the Facebook owner with AI infrastructure over a five-year period, the company said on Tuesday, after it reported a more than fourfold rise in third-quarter revenue.

Barrons

Nebius unveils a $3 billion partnership with Meta Platforms and reports a narrower adjusted loss.

Business Wire

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today announced its unaudited financial results for the third quarter ended September 30, 2025. The Company today also published founder and CEO Arkady Volozh's quarterly letter to shareholders, availa...

Invezz

Amsterdam-based Nebius Group (NBIS) has signed a $3 billion agreement with Meta Platforms to provide AI infrastructure over the next five years, underscoring the intensifying global race to secure computing power for artificial intelligence applications. The deal marks the company's second major par...

Schaeffers Research

AI giant Nebius Group (NASDAQ:NBIS) is 5.8% higher to trade at $103.53 this morning, brushing off a larger-than-expected net income loss and revenue miss for the third quarter.

Seeking Alpha

Nebius Group N.V.'s Q3 earnings outperformance has reinforced its position as one of the most operationally disciplined contenders in the neocloud business, delivering sustained scalability and margin expansion despite inherent capital intensity. The company's organic growth trajectory remains well...

Investors Business Daily

Nebius reported a wider-than-expected loss and a deal to deliver AI compute infrastructure to Meta Platforms.

Proactive Investors

Nebius Group NV (NASDAQ: NBIS) on Tuesday announced an agreement to deliver artificial intelligence (AI) compute infrastructure to Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SIX:FB), valued at about $3 billion over five years. In September, Nebius signed a similar $19.4 billion deal with Microsoft...

Seeking Alpha

Nebius Group N.V. (NBIS) is rated a buy, driven by explosive revenue growth and a strong position in AI infrastructure. NBIS reported Q3 revenue of $146.1 million, up 355% year-over-year, with annual recurring revenue guidance raised to $7-$9 billion by 2026. Despite heavy net losses and ongoing cas...

Seeking Alpha

Nebius Group N.V. reported Q3 '25 revenue of $146 million, up 355% YoY, but missed Wall Street's $155.4 million forecast. Despite the revenue miss, the buy thesis remains intact due to NBIS's rapid growth and position in the expanding AI infrastructure market. NBIS benefits from a proven executive t...

MarketBeat

Nebius Group's NASDAQ: NBIS stock price rally is only half over because this company is still in the earliest phases of hypergrowth, and the outlook is swelling. While the Q3 results fell slightly short of the consensus estimate, the bar was set high, the company grew at a high triple-digit pace, an...

Benzinga

The AI boom isn't just reshaping technology — it's rewriting corporate balance sheets. After another quarter of breakneck growth, Nebius Group NV (NASDAQ:NBIS) signaled that the next phase of its expansion will be powered not by GPUs, but by debt.

The Motley Fool

Nebius Group's revenue was up 355% from a year ago. The company spent $955 million on capital expenditures in the quarter.

Seeking Alpha

Nebius Group N.V. ( NBIS ) Q3 2025 Earnings Call November 11, 2025 8:00 AM EST Company Participants Neil Doshi - VP & Head of Investor Relations Arkady Volozh - Founder, CEO & Non-Independent Executive Director Dado Alonso - Chief Financial Officer Marc Boroditsky - Chief Revenue Officer Andrey Koro...

Zacks Investment Research

NBIS' revenue soars 355% on AI cloud strength, even as losses deepen and it unveils a $3B Meta deal.

Seeking Alpha

Nebius Group N.V.'s focus on multi-regional infrastructure offers U.S. Big Tech and other critical enterprises the potential for cyclically resilient cash flows due to diversified power access and fewer grid-strain risks. The Nordics, Latin America, and Australia are three presently under-tapped reg...

Benzinga

Nebius Group N.V. (NASDAQ:NBIS) is accelerating its global data center expansion, unveiling plans to more than double capacity by 2026 as surging demand for AI compute drives a dramatic step-change in growth.

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Nebius Group, a provider of artificial intelligence infrastructure, has seen a significant rise in its stock price this year, moving from $18 to as high as $140. The company has attracted attention after Nvidia disclosed an investment in Nebius earli...

Nov 13, 2025

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Nebius Group, a leading artificial intelligence (AI) infrastructure company, has announced a major $17.4 billion deal with Microsoft. The agreement makes Nebius a key beneficiary of rising demand for AI computing power. Following the news, Nebius’ ma...

Sep 10, 2025

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Nebius Group, a cloud computing and AI infrastructure company based in Amsterdam, has announced a major agreement to provide artificial intelligence infrastructure to Microsoft. The deal is valued at up to $19.4 billion over five years and will invol...

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Nebius Group N.V., a company specializing in artificial intelligence (AI) infrastructure and cloud services, reported its second quarter financial results for 2025. The company announced over 600% year-over-year revenue growth, more than doubling rev...

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Nebius Signs $3 Billion AI Infrastructure Deal with Meta, Reports Strong Revenue Growth

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