Meta, the group that controls Facebook, WhatsApp, and Instagram, and the Dutch group Nebius have signed a major agreement. The agreement focuses on artificial intelligence, Nebius's core business, which will provide AI capabilities to the U.S. giant over the long term, with a potential value of up toup to a total of $27 billion over five years. This was announced in a note from the Dutch company, which specializes in cloud AI (AI solutions in cloud infrastructures).
Specifically, from early 2027, Nebius will provide $12 billion of dedicated capacity across multiple locations, building on one of First large-scale implementations of the Nvidia Vera Rubin platformMeta has also committed to purchasing additional available compute capacity on upcoming Nebius clusters, totaling $15 billion over a five-year period. Nebius, the statement explains, currently intends to sell this capacity to customers of its AI cloud business, while the remaining capacity will be purchased by Meta.
In the note, the Dutch company also specified that its guidance for 2026 remains "unchanged". In pre-market trading on the Nasdaq, Nebius shares rose by more than 13%, while Meta rose by 3% in the pre-market following rumours by Reuters according to which the social media giant is planning to cut 20% or more of its workforceThe measure aims to offset the huge expenditure in the artificial intelligence sector and to bet on the productivity gains resulting from the technology itself.
If confirmed, these would be the largest cuts since 2022-2023, when the company eliminated around 21.000 jobs during the so-called “year of efficiency“. At the end of December 2025, Meta had approximately 79.000 employeesA 20% cut could generate savings for 6 billion dollars, providing a 5% boost to adjusted core earnings.
