Meta Signs $27 Billion AI Infrastructure Agreement With Nebius

CoreWeave is a cloud services provider specializing in AI computing and primarily offers access to NVIDIA GPUs. Although Meta continues to develop its own MTIA chips, it still needs external resources to support the training and inference of large models. Computing demand is rising further as agentic AI gains the ability to proactively plan and execute tasks.

CoreWeave announced on April 9, 2026, that it had expanded its long-term partnership with Meta. Under the new agreement, worth about $21 billion, CoreWeave will provide dedicated AI cloud capacity across multiple locations through December 2032. The infrastructure will include some of the first deployments of NVIDIA’s Vera Rubin platform and help Meta scale its AI inference workloads.

Meta continues to expand its data centers to support AI services including its Llama models and advertising recommendations. As generative AI shifts from training to inference at scale, access to GPUs and CPUs has become a key competitive factor. Meta expects capital expenditure of $115 billion to $135 billion in 2026, making secured chip capacity critical to the pace of its growth.

Meta announced a multiyear agreement with NVIDIA on February 17, 2026, without disclosing its value. The company plans to deploy millions of Blackwell and next-generation Rubin GPUs while expanding its use of Grace and Vera CPUs. The long-term deal shows that Meta is securing supplies of AI accelerators while also increasing its allocation of general-purpose processors as inference workloads grow.