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NetherlandsNebius (NBIS)

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AI supply-chain role

Operates cloud, computing or platform services used in the AI ecosystem.

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Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.

Customers 2

Meta· CustomerIncludes announced / planned activity

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Announced / planned — delivery not confirmed

Nebius has announced plans to supply Meta.

Product / business: See the source description for the specific product or business

Source description and scope

Nebius agreed five-year dedicated AI capacity for Meta, with deliveries scheduled to start in early 2027.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

Microsoft· CustomerIncludes announced / planned activity

GPU / Data-center / compute capacity

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Announced / planned — delivery not confirmed

Nebius has announced plans to supply Microsoft.

Product / business: GPU / Data-center / compute capacity

Source description and scope

Nebius agreed to provide Microsoft GPU infrastructure capacity at Vineland, New Jersey, in delivery tranches.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

Partners & technology 1

NVIDIA· Partner / technologyIncludes announced / planned activity

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Announced / planned — delivery not confirmed

Nebius plans to adopt technology from NVIDIA.

Product / business: See the source description for the specific product or business

Source description and scope

Named in NVIDIA's announcement of planned Rubin deployment; this is not proof of delivery.

Ticker
NBIS
Exchange
NASDAQ
Currency
USD
Country
NL
Security
Common Stock
Map segment
Cloud & platforms

Listing data synced 2026-04-16.

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Filings
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Financial report at last profile review

Interim financial report · 2026-06-30 ↗

Period ended 2026-06-30 · Published 2026-08-12

Sources checked 2026-09-13

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