TheTechno Optimist.

Nebius AI CloudNebius—Meta commits to $27B in AI computing infrastructure from Nebius over five yearsNebius AI CloudNebius—Nebius achieves five first-place finishes in MLPerf Inference v6.1 benchmarkNebius AI CloudNebius—Nebius Q2 2026: $575M AI cloud revenue, up 514% year-over-year; company raises full-year guidance

Nebius AI Cloud

by NebiusNL

A full-stack cloud platform for AI training and inference, built on dedicated GPU clusters without virtualization. Serves enterprises and labs globally with managed inference, MLOps tooling and 24/7 expert support.

DeployStage 4 of 5

Production; Q2 2026: $575M AI Cloud revenue (514% YoY). Targeting 4 GW power by year-end.

Updated May 2026Checked 10 Oct0 updates this week

Milestones

Next · Begin delivering dedicated capacity to Meta (early 2027)
  1. Nebius Group (ex-Yandex) restructuring completeJul 2024Complete.
  2. Trading begins on Nasdaq (ticker NBIS)Oct 2024Complete.
  3. Microsoft $19.4B five-year agreement signedSep 2025Complete.
  4. Meta $27B five-year agreement signedMar 2026Complete.
  5. Q2 2026: $575M AI cloud revenue, 514% YoY growthMay 2026Complete.
  6. Begin delivering dedicated capacity to Meta (early 2027)Target 2027Not yet reached.

Most important updates

Upcoming

  1. Q4 2026Vera Rubin GPUs deployed at scale in new clusters (next)
  2. 2027Begin delivering dedicated capacity to Meta (early 2027)
Primer