Meta’s AI Capex Could Drive Nebius’s 2026 Revenue Surge
TL;DR Summary
Meta’s 2026 capex is set to reach roughly $115–$135 billion, funding Nvidia GPU/Grace CPU deployments that will power its AI infrastructure; Nebius Group, a Nebius cloud partner and Meta customer, is forecast to grow revenue to about $3.4 billion in 2026 from $530 million in 2025, bolstered by a backlog over $20 billion, expansion to 16 data-center sites, and 0.8–1 gigawatt of capacity as demand for cloud AI ramps up.
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