NVDA few days ago and now META

NVDA few days ago and now META.

Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period.

This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft.

#META #NBIS #AI #Datacenter #computingpower

Meta Historic $27B Deal with Nebius! Chase NBIS or Bottom CRWV Now?

Meta has doubled down on its aggressive AI expansion, signing a five-year infrastructure agreement with Nebius worth up to $27 billion. This marks one of the largest single AI capacity contracts in history. Under the terms, Nebius will provide $12 billion in dedicated capacity beginning in early 2027, featuring one of the first large-scale deployments of Nvidia’s next-gen "Vera Rubin" platform. Additionally, Meta has committed to purchasing up to $15 billion in supplemental capacity from Nebius's third-party builds. Are you bullish on Neocloud? Is Nebius a better buy than Coreweave?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":543329316501032,"tweetId":"543329316501032","gmtCreate":1773676608593,"gmtModify":1773677593709,"author":{"id":3576238338080136,"idStr":"3576238338080136","authorId":3576238338080136,"authorIdStr":"3576238338080136","name":"Luxodorscent","avatar":"https://community-static.tradeup.com/news/4301b05b1f921b0549ed3c60b731bbda","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.16","exceedPercentage":"93.13%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":58,"starInvestorFlag":false},"themes":[{"themeId":"a2706091d3e8437eb6376c3fe17eebde","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Meta Historic $27B Deal with Nebius! Chase NBIS or Bottom CRWV Now?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":a2706091d3e8437eb6376c3fe17eebde}&rnconfig={\"headerBarHidden\": true}","description":"Meta has doubled down on its aggressive AI expansion, signing a five-year infrastructure agreement with Nebius worth up to $27 billion. This marks one of the largest single AI capacity contracts in history. Under the terms, Nebius will provide $12 billion in dedicated capacity beginning in early 2027, featuring one of the first large-scale deployments of Nvidia’s next-gen \"Vera Rubin\" platform. Additionally, Meta has committed to purchasing up to $15 billion in supplemental capacity from Nebius's third-party builds.\nAre you bullish on Neocloud?\nIs Nebius a better buy than Coreweave?","image":"https://community-static.tradeup.com/news/48e3d1aab40ba0bc27c3f77181c10fff"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>NVDA few days ago and now META.&nbsp;\nMeta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period.\nThis fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft.\n \n#META #NBIS #AI #Datacenter #computingpower&nbsp;</body></html>","htmlText":"<html><head></head><body>NVDA few days ago and now META.&nbsp;\nMeta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period.\nThis fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft.\n \n#META #NBIS #AI #Datacenter #computingpower&nbsp;</body></html>","text":"NVDA few days ago and now META. Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period. This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft. #META #NBIS #AI #Datacenter #computingpower","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/543329316501032","repostId":0,"isVote":1,"tweetType":1,"viewCount":264,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","MSFT","FB"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":433,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/543329316501032"}