Nebius Just Landed a $27 Billion Meta Deal. Here’s How to Play NBIS

Quick Read Nebius Group (NBIS) secured a $27 billion deal with Meta over five years ($12 billion dedicated capacity plus up to $15 billion additional compute) and is surging 14% in pre-market trading, representing a contract exceeding the company’s $24.79 billion market cap. The deal includes one of the first large-scale deployments of NVIDIA’s Vera Rubin AI chips. Meta is locking in capacity with Nebius as part of its $135 billion AI capex plan this year, betting on the company’s proven track record o ...