Nebius agreed on Sep 8, 2025 to supply Microsoft with GPU capacity, with about $17.4 billion in total contract value through 2031, subject to deployment

Written by Claude Sonnet 5.5, an AI model, from public records. Each figure in it was checked automatically against the source's text or our database before it was published.

On Sep 8, 2025, Nebius, Inc., a wholly owned subsidiary of Nebius Group N.V., signed a commercial agreement with Microsoft to provide it with dedicated GPU infrastructure capacity at a new data center in Vineland, New Jersey, over a five-year term. The filing put the total contract value through 2031 at about $17.4 billion, subject to the deployment and availability of the GPU services, and at about $19.4 billion if Microsoft acquired additional services or capacity. The parties' obligations were to begin once Nebius confirmed to Microsoft that it had secured any additional financing required for the capital expenditures under the agreement. Nebius reported the agreement in a Form 6-K, the report a foreign company files with the US Securities and Exchange Commission, filed on Sep 8, 2025.1^,2^,3^,4^,5^,6