NVDA few days ago and now META.
Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period.
This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft.
#META #NBIS #AI #Datacenter #computingpower
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