Nebius Has $46 Billion In Deals And A $28 Billion Market Cap β Do The Math
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Nebius Group NV is trading like the math still hasn't caught up to the story: roughly $46 billion in marquee AI infrastructure deals against a market cap just above $28 billion. The $27 Billion Meta Pact Meta Platforms, Inc. has agreed to spend up to $27 billion over five years on Nebius AI infrastructure, one of the largest single AI cloud commitments in the market. The deal, announced Monday, includes $12 billion of dedicated capacity beginning in 2027 and up to $15 billion in additional onβde
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Nebius Group NV is trading like the math still hasn't caught up to the story: roughly $46 billion in marquee AI infrastructure deals against a market cap just above $28 billion. The $27 Billion Meta Pact Meta Platforms, Inc. has agreed to spend up to $27 billion over five years on Nebius AI infrastructure, one of the largest single AI cloud commitments in the market. The deal, announced Monday, includes $12 billion of dedicated capacity beginning in 2027 and up to $15 billion in additional onβde