Meta Platforms Just Gave Incredible News for Nebius Investors

Meta Platforms (NASDAQ: META) has been pushing the envelope successful the tract of artificial quality (AI), integrating the exertion crossed its advertizing and societal media offerings, isolated from offering consumer-facing AI tools specified arsenic chatbots for businesses.

However, the company's AI propulsion comes astatine a sizable cost. Meta is connected way to incur $115 cardinal to $135 cardinal successful superior expenses this year, an summation of astir 74% implicit past year's outlay astatine the midpoint. The institution volition walk a large chunk of this wealth purchasing AI accelerator chips from Nvidia (NASDAQ: NVDA), based connected the latest announcement from the 2 companies.

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While Nvidia is acceptable to payment from Meta's superior spending this year, neocloud infrastructure supplier Nebius Group (NASDAQ: NBIS) is apt to beryllium different winner.

Meta says it volition acquisition "millions of Nvidia Blackwell and Rubin GPUs" this year, successful summation to deploying the spot giant's Arm-based Grace server cardinal processing units (CPUs) successful ample numbers. An important constituent successful Nvidia's property merchandise was that Meta volition pat the former's unreality partners to deploy AI spot systems: "Meta volition deploy industry-leading NVIDIA GB300-based systems and make a unified architecture that spans on-premises information centers and NVIDIA Cloud Partner deployments to simplify operations portion maximizing show and scalability," the institution said.

Nvidia's unreality partners supply full-stack hardware and bundle solutions powered by the spot giant's spot systems, networking components, and bundle solutions. Nebius is simply a portion of this program. The neocloud institution offers entree to assorted Nvidia GPUs, specified arsenic the H200, the H100, and Blackwell systems, by charging hourly rentals based connected customers' needs.

Additionally, customers tin tally fashionable AI models for assorted applications connected Nebius' bundle stack by purchasing tokens, which are the smallest units of information utilized by AI models to process and make AI workloads. The bully portion is that Meta is already a Nebius customer, having awarded the second a $3 cardinal declaration successful November 2025.

This five-year declaration volition beryllium a cardinal maturation operator for Nebius, which besides counts Microsoft arsenic a large lawsuit with a five-year declaration worthy implicit $19 billion. Now that Meta is connected way to importantly boost its capex successful 2026 and is astir apt going to allocate a important chunk of the aforesaid connected Nvidia's infrastructure offerings, including done the unreality spouse network, Nebius' gross backlog volition apt get better.