NBIS is trading at $125.25 (+10.89%) in pre-market after announcing a massive five-year AI infrastructure deal with Meta worth up to $27 billion.
- The agreement includes an initial $12 billion for dedicated capacity starting in early 2027, featuring NVIDIA's Vera Rubin platform.
- Meta has committed to additional compute services worth up to $15 billion over the duration of the contract.
- Retail sentiment is highly bullish, with the stock topping trending lists on Stocktwits following the announcement.