Nebius (NBIS) Jumps 15% on Monster $27B Meta AI DealNebius Group N.V. Class ABATS:NBISDEXWireNewsMeta just committed up to $27B over 5 years to Nebius AI infrastructure NBIS —one of the biggest hyperscaler deals ever for a neo-cloud player. Breakdown: $12B dedicated capacity + up to $15B on-demand compute. Includes early large-scale deployment of Nvidia’s next-gen Vera Rubin chips. This follows $19.4B Microsoft deal (2025) + $2B Nvidia investment last week. Customer list now: Microsoft, Meta, Nvidia. Stock: +400%+ since 2024 listing, +200% in 2025, +45% YTD 2026. Verdict: Massive validation + multi-year backlog. Long-term conviction high for risk-tolerant investors — size positions carefully, add on dips.