US EditionMicrosoft 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.
47 Articles
47 Articles
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 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 …
Nebius Group shares are soaring on Wall Street after announcing a multi-billion dollar contract with Microsoft for AI infrastructure. The Nasdaq is rallying after the opening bell, hitting a record high. The AEX is also higher. Investors are not worried about the collapse of the French government, as it had already been anticipated. ABN Amo is losing ground after the Dutch government announced its intention to further reduce its stake.
Microsoft signs AI infrastructure deal with Nebius Group in a deal worth $17.4 billion
Nebius Group said on Monday it will provide Microsoft with GPU infrastructure capacity, in a deal worth $17.4 billion, over a five-year term, sending its shares soaring over 47% after the bell. The deal underscores the surging demand for high-performance AI computers, as companies invest heavily to bolster their AI infrastructure. Microsoft may also acquire additional services capacity under the deal, bringing the total contract value to about $…
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