Nebius Group NV, the Dutch company specialized in infrastructure supply for artificial intelligence development, has announced a historical agreement with Microsoft valued in 17.4 billion dollars and expandable at 2,000 million dollars more if the Redmond firm makes use of additional capabilities.
According to the agreement, Nebius will provide capacity dedicated to Microsoft for the next five years. And it will do so from its new data center located in Vineland, New Jersey, since the end of 2025 and with its infrastructure equipped with GPUS, the most used hardware to accelerate the development and capabilities of the great models of artificial intelligence and that has turned Nvidia into the great winner in the AI race.
As expected, the value of the action of Nebius exploded in the off -market operations, Uploading 44% up to $ 92.49. The agreement with Microsoft, for its relevance and economic amount, is a support for the Dutch firm, as the founder and CEO, Arkady Volozh: has highlighted:
«The main business of the Nebius cloud, which serves customers from AI startups to companies, is working exceptionally well. We have also said that, in addition to our main business, We hope to ensure important long -term contracts with leading LEA laboratories and large technology companies. I am pleased to announce the first of these contracts, and I think they will come more. The economy of the agreement is attractive by itself, but, significantly, the agreement will also help us further accelerate the growth of our AI cloud business in 2026 and beyond ».
The infrastructure level will be delivered by phases and the financing of the important investment necessary to undertake a contract of such dimensions, it will be carried out by means of debt emission and the cash flow generated by the Microsoft payments. Nebius, arising from the separation of Yandex’s operations in Russia, says it is evaluating additional financing options to deal with faster growth of the expected.
And as we have already talked about huge consumption of resources of the great models of AIthe mass infrastructure they need and the colossal investments planned or already underway, never seen in history such as the The Stargate Project of 500,000 million dollars.
