نيبيوس توقع صفقة إيرادات بقيمة $27 مليار دولار لمدة خمس سنوات مع ميتا

Nebius Group has secured a significant $27 billion five-year revenue deal with Meta Platforms, primarily for deploying Nvidia Vera Rubin GPUs starting in 2027. This agreement includes a fallback guarantee from Meta to purchase unused capacity, indicating strong continued demand for AI workloads. Morningstar has raised its fair value estimate for Nebius stock to $85 per share due to expected annual recurring revenue of $4 billion-$6 billion from this contract.