Nebius hits $46B AI cloud deals; Meta ~$27B commit, Nvidia $2B & $4.3B funding closed [developing]
Key Questions
What are Nebius' major AI cloud deals?
Nebius has secured $46 billion in AI cloud deals, including $12 billion in dedicated capacity and up to $15 billion in flexible capacity. Meta has committed around $27 billion.
How much funding has Nebius closed recently?
Nebius has closed $4.3 billion in convertible funding, along with $2 billion from Nvidia. This supports its expansion plans.
What is Nebius' projected capex and ARR growth?
Nebius reports Q4 ARR of $228 million, with $1.2 billion run-rate and $16-20 billion capex planned for 2026, targeting 5GW by 2030. It compares to competitors like CoreWeave and Fluidstack.
$46B deals ($12B dedicated +$15B flex)/$4.3B conv; Q4 $228M ARR $1.2B/$16-20B '26 capex/5GW'30 vs CoreWeave/Fluidstack/Core Scientific; TD SYNNEX B300; AI21 acq talks (+33% stock).
Sources (2)
Updated Apr 24, 2026