Meta Platforms Just Gave Incredible News for Nebius Investors
The Motley Fool • • business
Key Points:
- Meta Platforms is significantly increasing its AI-related capital expenditures in 2026, projecting $115 billion to $135 billion in spending, up nearly 74% from last year, with a major portion allocated to purchasing AI accelerator chips from Nvidia.
- Meta plans to buy millions of Nvidia Blackwell and Rubin GPUs and deploy Nvidia's Arm-based Grace server CPUs, leveraging Nvidia's cloud partners to manage AI chip systems for improved performance and scalability.
- Nebius Group, a neocloud infrastructure provider and Nvidia cloud partner, stands to benefit from Meta's spending, offering access to various Nvidia GPUs and AI model processing via token-based software solutions.
- Meta has already awarded Nebius a $3 billion five-year contract, complementing Nebius
