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Nebius Hits Record High After $17.4B Microsoft AI Deal

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Nebius Group’s (NBIS.O) shares surged 43% to a record $91.75 on Tuesday after striking a $17.4 billion, five-year deal with Microsoft to supply AI infrastructure. The contract could rise to $19.4 billion if Microsoft scales up demand, making it one of the largest partnerships in the rapidly growing AI data center sector.

Deal Impact

  • Nebius will supply dedicated GPU infrastructure from its new Vineland, New Jersey data center, starting later this year.

  • Microsoft has been facing AI cloud shortages and is relying on external providers like Nebius and CoreWeave to meet client demand.

  • Rival CoreWeave’s shares rose 4.4% in parallel, reflecting investor optimism for the broader AI cloud sector.

Market Significance

  • Nebius stock has more than doubled in 2025, driven by global AI demand and investor enthusiasm.

  • Analysts said the deal de-risks Nebius’ capacity expansion and cements its position as a key supplier to hyperscalers and AI labs.

  • BWS Financial analyst Hamed Khorsand called it “unprecedented clarity on long-term revenue potential.”

Strategic Outlook

  • The agreement builds on Nebius’ full-stack AI cloud model, which provides Nvidia-powered computing, storage, and developer tools.

  • CEO Arkady Volozh said the deal will accelerate AI cloud growth from 2026 onward, reinforcing Nebius’ expansion strategy.

  • Founded from the spinoff of Yandex assets, Amsterdam-based Nebius is now seen as a leading independent AI infrastructure provider.