Meta concluded a $27 billion agreement with Nebius for AI computing capacity supplies. Company stock rises amid reports of 20% workforce reduction to fund AI initiatives. Nvidia launches GTC with focus on global AI market.
On March 17, 2026, Meta expanded its deal with Nebius to $27 billion, securing access to AI infrastructure clusters. This comes as Nvidia GTC conference begins, discussing global AI prospects. Technology market grows 1.2% on Nasdaq 100 despite geopolitical risks.
Meta Invests $27 Billion in Nebius AI Computing Power
Meta Platforms signed a five-year agreement with Nebius worth up to $27 billion for computing resources. The initial $12 billion contract with an option for an additional $15 billion gives Meta priority access to clusters that Nebius builds for third-party clients. This ensures supply security amid AI infrastructure scarcity.
Meta shares rose following Reuters publication about plans to cut over 20% of workforce to offset AI infrastructure spending. The company follows Mark Zuckerberg's strategy of aggressive infrastructure investments, purchasing capacity not only from Nvidia and AMD but also from emerging players like Nebius. This approach minimizes risks of delays in AI project development.
The deal underscores a market shift: corporations compete for compute resources, offering venture companies stable contracts. Nebius gains guaranteed demand, strengthening its position in the growing AI infrastructure market.
Nvidia GTC 2026: Focus on Global AI and Partnerships
Nvidia GTC conference began on March 17 with emphasis on global AI demand. Investors await forecasts for a market where Nvidia predicts $1 trillion growth. Partners like Samsung presented HBM4E, a new AI memory solution, while SK Group strengthens its ecosystem role.
Thinking Machines Lab Mira Murati strengthens partnership with Nvidia, gaining compute access. This confirms the trend: AI startup success depends on infrastructure alliances, not just algorithms. Venture funds are reorienting toward compute orchestration and data centers.
Markets respond positively: Nasdaq 100 rose 1.2%, bitcoin exceeded $73,000. Despite geopolitical tensions, technology leads with focus on semiconductors and AI clusters.
Impact on Global Tech Market and Prospects
The Meta-Nebius deal signals capital concentration in AI infrastructure. The 2026 venture market shows growing investment in deep tech, robotics, and enterprise AI, with Europe as a hub for mega-rounds. Funds pay premium for control over bottlenecks like computing.
Fintech and cybersecurity remain active but cautious about IPOs. Corporate contracts like Meta's provide startups stability, raising valuations. Companies such as Alashed IT in Kazakhstan can integrate these resources for local AI projects.
The market becomes selective: top startups with infrastructure capture the lion's share of funding. This is a new cycle phase where those controlling key AI stack layers will win.
Что это значит для Казахстана
In Kazakhstan and Central Asia, such deals open access to global AI computing resources for local IT companies like Alashed IT, accelerating business digitalization and service exports.
$27 billion is the volume of Meta's AI computing deal with Nebius.
Meta sets the tone in the AI race, investing billions in infrastructure. The market confirms: compute resources are the key to dominance. Kazakhstan IT firms gain a chance to integrate into the global ecosystem.
Часто задаваемые вопросы
What does Meta's deal with Nebius include?
A five-year contract for $12 billion with an option up to $27 billion for purchasing AI computing capacity from Nebius clusters. Meta gets priority when capacity exceeds demand.
Why is Meta cutting its workforce?
Planning to lay off over 20% of employees to offset AI infrastructure spending. This is an optimization for automation and focus on key projects.
What to expect from Nvidia GTC 2026?
Global AI market forecasts up to $1 trillion, new partnerships with Samsung and SK, emphasis on infrastructure and robotics.