Meta Just Signed a $3 Billion AI Deal No One’s Talking About

November 11th, 2025· 3.9K views· 1:22
Benzinga
Benzinga

Amsterdam-based Nebius Group (NBIS) just signed a $3 billion deal with Meta to provide AI cloud infrastructure—marking one of the biggest partnerships yet in the growing AI arms race. According to Reuters, the deal spans five years and follows Nebius’ $17.4 billion contract with Microsoft, announced just two months ago. Here’s what’s happening: * Nebius reported a 355% revenue jump to $146 million in Q3. * Capital expenditures skyrocketed to $955 million as it buys up GPUs, land, and power. * Its valuation has risen fourfold to $27.6 billion. * Despite the growth, Nebius posted a $100 million quarterly loss as it aggressively scales. The Meta deal highlights the massive demand for high-performance computing power to train and run AI models. With Nvidia GPUs still in short supply and hyperscalers like Microsoft and Amazon near full capacity, companies like Nebius and CoreWeave are stepping in to fill the gap. 💡 Nebius now targets $7–9 billion in annualized revenue by the end of 2026 — a nearly 15x jump from today. #nebius #meta #stock 🖥️ Try Benzinga Pro FREE with a 14 day trial: https://www.benzinga.com/pro/register 📈 Take your trading to the next level with our suite of premium research services and tools: https://www.benzinga.com/services 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 📲 Follow us on socials @benzinga ------------------------------------------------------------------------------------ 🔹Free Benzinga Webinars: https://www.youtube.com/watch?v=LQ2jOJNkDfI&list=PL4k0fH8EgI3YTdqniRmxrvz97w3IQ61rD 🔹Benzinga Pro Tutorials: https://www.youtube.com/watch?v=a2FaHhLIrks&list=PL4k0fH8EgI3YMwoBMFXGvVMkgixFymmei&pp=gAQB 🔹Earnings Calls: https://www.youtube.com/watch?v=C2-AoCw64Ok&list=PL4k0fH8EgI3buZI5529R53wJUNd9NS4_s 🔹Premarket Playbook: https://www.youtube.com/playlist?list=PL4k0fH8EgI3ZVRPM7INpG--GvohnBVTnT 🔹Benzinga's All Access: https://www.youtube.com/playlist?list=PL4k0fH8EgI3bQSn91atO-3lPT4V6Nwsmh 🔹Subscribe To The Channel: https://www.youtube.com/@Benzinga ------------------------------------------------------------------------------------ ⚠️ Disclaimer: Investing in financial markets carries risk, and there are no guaranteed returns. All information is for educational purposes only and should not be taken as financial advice. Always do your own research and speak with a qualified financial advisor before making investment decisions. Only invest what you can afford to lose. Past performance does not guarantee future outcomes. #StockMarket #StockMarketNews #Trading #StockMarketLive #Stocks #stocktrading #learntotrade #DayTrading #StockMarketToday