--- title: "Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?" type: "News" locale: "en" url: "https://longbridge.com/en/news/293890992.md" description: "Meta is expanding its AI infrastructure commitments, signing a $21 billion deal with CoreWeave and having a $27 billion agreement with Nebius. However, Meta is also building its own cloud business to sell excess computing capacity, potentially becoming a competitor to these 'neocloud' providers. This strategic shift raises concerns for investors in CoreWeave and Nebius regarding future demand and competitive dynamics in the AI infrastructure market." datetime: "2026-07-27T06:57:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293890992.md) - [en](https://longbridge.com/en/news/293890992.md) - [zh-HK](https://longbridge.com/zh-HK/news/293890992.md) --- # Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans? Something interesting is happening with **Meta Platforms** (META \-1.80%) and two companies with which it has relationships -- **CoreWeave** (CRWV \-11.58%) and **Nebius Group** (NBIS \-15.02%). On the one hand, Meta recently signed a $21 billion expanded deal for artificial intelligence (AI) infrastructure, giving Meta increased capacity to develop AI programs. Factoring in a previous $14 billion deal, Meta now has $35 billion in commitments to CoreWeave. Expand ![Meta Platforms Stock Quote](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01FVEEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) ## NASDAQ: META Meta Platforms Today's Change (-1.80%) $-10.90 Current Price $595.20 ### Key Data Points Market Cap $1.5TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary. Day's Range $594.60 - $609.93 52wk Range $520.26 - $796.25 Volume 580.6K Avg Vol 18.2M Gross Margin 81.94% Dividend Yield 0.35% And similar things are happening with Nebius. Meta signed a long-term deal for AI infrastructure with the neocloud provider in March, valued at up to $27 billion over five years. But now Meta seems to be shifting gears -- Bloomberg reports that it is now building a cloud business of its own to sell excess AI computing capacity. The report comes after CEO Mark Zuckerberg indicated Meta might consider selling overbuilt computing capacity to other companies at a premium. ![CoreWeave and Nebius Group's logos, side by side](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84ODAxNDIvYzUyYzYwOGZjNGY1NzIwNTNlZjk2NmFhMDdmMGNmZjEyYmQ2NTJlYi5wbmcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Image source: The Motley Fool. And _The New York Times_ reports that Meta is currently in talks with Anthropic, the start-up behind the Claude large language model, to lease as much as $10 billion in computing power to Anthropic over two years. So is Meta Platforms a valued customer or a potential competitor to CoreWeave and Nebius? That's the question that should be keeping investors up at night. ## About CoreWeave and Nebius While Meta Platforms is a prominent name in the stock market -- the operator of Facebook, Instagram, and other social media platforms -- CoreWeave and Nebius may not be. Both companies are considered "neocloud" companies, which means they build high-performance data centers powered by **Nvidia** graphics processing units and then rent the computing power to customers who build, train, and operate AI-powered programs. Expand ![CoreWeave Stock Quote](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0NSV1YucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) ## NASDAQ: CRWV CoreWeave Today's Change (-11.58%) $-9.40 Current Price $71.71 ### Key Data Points Market Cap $39BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary. Day's Range $71.69 - $79.55 52wk Range $63.80 - $153.20 Volume 747.5K Avg Vol 28.7M Gross Margin 34.82% CoreWeave is the bigger of the two, operating 43 data centers at the end of March with 850 megawatts of active power and 3.1 gigawatts of contracted power. CoreWeave reported $2.07 billion in revenue in the first quarter, up from $982 million a year ago, with a net loss of $740 million. Nebius is smaller, with 11 data centers, and only five of them are currently operational. But the company reports contracted capacity exceeding 3.5 GW, and its revenue increased from $50.9 million in the first quarter of 2025 to $399 million in Q1 2026. It posted a net loss for the quarter of $100.3 million. Expand ![Nebius Group Stock Quote](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL05CSVMucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) ## NASDAQ: NBIS Nebius Group Today's Change (-15.02%) $-33.20 Current Price $187.77 ### Key Data Points Market Cap $47BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary. Day's Range $186.41 - $218.54 52wk Range $50.00 - $299.86 Volume 24.1M Avg Vol 18.3M Gross Margin 7.48% ## Meta's shifting strategy Meta Platforms and its CEO, Mark Zuckerberg, will certainly face a lot of questions about Meta's strategy when it reports quarterly earnings on July 29. But the company has shown a willingness to take big risks. Remember, this is the company that in 2021 changed its name from Facebook to Meta Platforms to emphasize its shift to building out the metaverse -- a virtual reality where people would presumably work, have meetings, and socialize. But that bet failed, and after investing $80 billion, Meta has started laying off some employees in its Reality Labs division. Whether it's positioning itself to compete with CoreWeave and Nebius or considering taking on big cloud computing companies such as **Alphabet**, **Microsoft**, and **Amazon**, Meta is determined to be a player in AI. As it shifts its attention away from the metaverse, Meta will have plenty of resources and willingness to spend aggressively. ### Related Stocks - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [NEBX.US](https://longbridge.com/en/quote/NEBX.US.md) - [NBIG.US](https://longbridge.com/en/quote/NBIG.US.md) - [CORD.US](https://longbridge.com/en/quote/CORD.US.md) - [METD.US](https://longbridge.com/en/quote/METD.US.md) - [NBIL.US](https://longbridge.com/en/quote/NBIL.US.md) - [METW.US](https://longbridge.com/en/quote/METW.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [CWVX.US](https://longbridge.com/en/quote/CWVX.US.md) - [CRWU.US](https://longbridge.com/en/quote/CRWU.US.md) - [CRWG.US](https://longbridge.com/en/quote/CRWG.US.md) - [CWY.US](https://longbridge.com/en/quote/CWY.US.md) - [NBIZ.US](https://longbridge.com/en/quote/NBIZ.US.md) - [FBY.US](https://longbridge.com/en/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) ## Related News & Research - [Meta adds new task automation features to AI assistant](https://longbridge.com/en/news/293782010.md) - [Kylie Jenner introduced her new Meta glasses. 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