Microsoft Inks Near $20B Deal with Company of Ex-Yandex Exec
Microsoft's $17.4 billion deal with Nebius secures dedicated GPU capacity amid AI cloud computing shortages, potentially increasing to $19.4 billion with expanded services over five years.
- On September 8, 2025, Amsterdam-based Nebius Group signed a $17.4 billion multi-year deal to supply Microsoft with AI GPU infrastructure from a new New Jersey data center.
- The agreement follows Nebius's 2024 separation from Russian firm Yandex and reflects Microsoft's urgent need for AI cloud capacity amid growing demand.
- Nebius will deploy services in stages through 2025, funding expansion via deal cash flow and secured debt while also exploring additional financing options.
- Nebius shares surged over 50% to $91.63 after hours on the announcement, while CEO Arkady Volozh called the deal's economics attractive and expected more agreements.
- The contract positions Nebius as a key AI cloud player and highlights the intense competition and capital spending among firms addressing AI infrastructure shortages.
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The company’s actions, Nebius Group, a provider of infrastructure for artificial intelligence, took place on March 40%, one day after the company announced a multi-year agreement with Microsoft, assessed at up to $19.4 billion, forwarded to the CNBC.
Nebius Group has become the protagonist of this week by announcing its most recent and juicy deal with Microsoft. According to the original report, Nebius will provide GPU infrastructure capacity to the technological giant in an agreement that is valued at nothing less than $17.4 billion. This five-year deal not only represents a formidable amount for Nebius, but also promises to have a significant impact on Microsoft's performance and capacity.…
Nebius shares jump on nearly $18 billion Microsoft deal
Artificial intelligence infrastructure firm Nebius soared in U.S. pre-market trading on Monday following the announcement of a multi-billion-dollar deal with Microsoft. The Amsterdam-based firm’s stock rose 55% at around 1:20 p.m. ET. Nebius had announced it had struck a multi-year deal with Microsoft worth $17.4 billion to provide cloud computing power for AI workloads. The deal will be worth $17.4 billion through 2031 to Nebius, which counts N…
Nebius shares surge 50% after $17.4bn AI cloud deal with Microsoft
The shares of Nebius Group, the AI cloud company founded by Yandex co-founder Arkady Volozh, jumped 50% in after-hours trading on September 8 after the announcement of a major agreement with Microsoft.
Why Nebius Group Stock Went to the Moon Today @themotleyfool #stocks $NBIS $MSFT
Key PointsDutch tech company Nebius just signed a five-year, $19.4 billion data center lease with Microsoft.Nebius will spend heavily to build a new data center in New Jersey.Microsoft's cash will help finance the building.10 stocks we like better than Nebius Group › Netherlands-based Nebius Group (NASDAQ: NBIS) stock shot to the moon Tuesday morning, soaring 40% through 9:45 a.m. ET after announcing it has signed a "multi-billion dollar agreeme…
A $17 billion AI deal with Microsoft is boosting this under-the-radar tech stock by more than 50%
TIMOTHY A. CLARY/AFP via Getty ImagesShares of Nebius Group spiked on Tuesday. The Dutch tech company is surging on news of a big AI infrastructure deal with Microsoft.The tech giant will pay Nebius $17.4 billion for GPU infrastructure.The move: Artificial intelligence infrastructure firm Nebius Group spiked as much as 53% on Tuesday. The Dutch company is up 227% year-to-date. The chart: Why: Nebius stock is surging on news that the company has …
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