Nebius Secures $19.4 Billion Microsoft Deal, Plans $3 Billion Expansion
21 Sources
[1]
Nebius Plans to Raise $3 Billion to Expand After Microsoft Deal
Nebius Group NV plans to raise $3 billion in convertible notes and equity to help it expand, two days after announcing a deal to provide artificial intelligence infrastructure to Microsoft Corp. that could be worth as much as $19.4 billion. The new financing includes $2 billion in convertible
[2]
Microsoft inks near $20B deal with company of ex-Yandex exec
Netherlands based Nebius Group to deliver capacity from facility in New Jersey As the AI frenzy shows no signs of letting up, Microsoft has signed an agreement that could be worth up to $19.4 billion with Netherlands-based Nebius Group - formerly known as Yandex N.V. - in exchange for access to
[3]
AI infrastructure company Nebius to raise $3 billion to fuel growth
LONDON, Sept 10 (Reuters) - Nebius Group (NBIS.O), opens new tab said on Wednesday it would raise $3 billion to fuel growth in its core artificial intelligence cloud business, on the heels of its $17.4-billion deal with Microsoft (MSFT.O), opens new tab. The financing includes a $2 billion private
[4]
Microsoft taps Nebius to supply up to $20bn of AI computing power
Microsoft has signed a deal worth up to $20bn with the artificial intelligence infrastructure group Nebius to supply computing power for the tech giant's AI operations over five years. It is the latest major deal for an AI cloud computing provider -- a small group of companies known as "neoclouds"
[5]
Nebius' stock soars 60% on multibillion-dollar AI infrastructure deal with Microsoft
Amsterdam-based Nebius will delivery computing resources to Microsoft using a data center in New Jersey, according to a press release. Nebius changed its name from Yandex NV last year after Russian investors bought Yandex's Russian-language search engine and other assets. Microsoft is increasingly
[6]
Nebius leaps after $17.4-billion AI computing deal with Microsoft
Sept 9 (Reuters) - Nebius Group's (NBIS.O), opens new tab shares jumped 41% to $90.3 on Tuesday as investors cheered its $17.4-billion deal supplying AI infrastructure to Microsoft (MSFT.O), opens new tab over a five-year period. The agreement, which could expand to $19.4 billion if Microsoft
[7]
Nebius and Microsoft to collaborate on multi-billion AI infrastructure agreement
New Jersey data center will be the first project under the partnership Former Yandex spinoff Nebius, now headquartered in Amsterdam, has signed a multi-year agreement with Microsoft to deliver AI infrastructure to the tech giant. The contract, valued at $17.4 billion until 2031, will begin later
[8]
Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jump
Sept 8 (Reuters) - Nebius Group (NBIS.O), opens new tab said on Monday it will provide Microsoft (MSFT.O), opens new tab 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
[9]
Microsoft signs AI infrastructure deal with Nebius Group in a deal worth $17.4 billion
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 $19.4 billion. Nebius' core business
[10]
Microsoft turns to Nebius in nearly $20B AI infrastructure deal - SiliconANGLE
Microsoft turns to Nebius in nearly $20B AI infrastructure deal Microsoft Corp. has signed a deal with artificial intelligence infrastructure provider Nebius Group N.V. worth up to nearly $20 billion to provide dedicated GPU infrastructure capacity from its new data center in Vineland, New Jersey,
[11]
Nvidia-Backed Nebius Stock Soars 50% on AI Infrastructure Deal With Microsoft
Nebius said this was the first of what it expects to be similar contracts with big AI labs and tech firms. Shares of Nebius Group (NBIS) soared 50% in early trading Tuesday after the artificial intelligence infrastructure company struck a deal with Microsoft (MSFT) that could be valued as much as
[12]
Jane Street-backed Nebius Group surges 52% intraday after Microsoft pact; 1-year gains top 330%
Nebius Group N.V. shares surged 52% on Nasdaq after announcing a multi-billion dollar AI infrastructure deal with Microsoft. The agreement ensures long-term committed capacity from Nebius' new Vineland, New Jersey data center. Shares of Jane Street Group-backed Nebius Group N.V. surged 52% to hit
[13]
Prediction: This Artificial Intelligence (AI) Stock Will Be the Next Household Name by 2031 | The Motley Fool
Over the last few years, companies like Nvidia, Amazon, Alphabet, Microsoft, and Meta Platforms dominated the narrative around artificial intelligence (AI). As the conversation shifted beyond chips and into adjacent applications in data centers and software, names such as Broadcom, Taiwan
[14]
Nebius Raises $3.7 Billion in Wake of Microsoft AI Deal | PYMNTS.com
By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. These sales are designed to help Nebius acquire additional compute power and
[15]
Microsoft partners with Nebius for $19.4 Billion AI cloud computing deal
Microsoft has secured a multiyear agreement with Nebius Group, valued at up to $19.4 billion, to bolster its AI cloud computing capabilities. This deal addresses Microsoft's capacity constraints amidst surging demand for AI services. Nebius will provide dedicated capacity from a new data center,
[16]
Why Nebius Group Stock Went to the Moon Today | The Motley Fool
Netherlands-based Nebius Group (NBIS 40.49%) stock shot to the moon Tuesday morning, soaring 40% through 9:45 a.m. ET after announcing it has signed a "multi-billion dollar agreement with Microsoft for AI infrastructure." And how much is "multi-billion," you ask? Well, according to Reuters, the
[17]
Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jump - The Economic Times
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 compute, as companies invest heavily to
[18]
Nebius wins up to $19.4 billion data center deal with Microsoft By Investing.com
Investing.com -- Nebius entered into a commercial agreement with Microsoft to provide dedicated GPU infrastructure capacity at its new data center in Vineland, New Jersey, the company announced on Monday.. The five-year agreement, valued at approximately $17.4 billion through 2031, involves
[19]
Nebius leaps after $17.4-billion AI computing deal with Microsoft
(Reuters) - Nebius Group's shares jumped 41% to $90.3 on Tuesday as investors cheered its $17.4-billion deal supplying AI infrastructure to Microsoft over a five-year period. The agreement, which could expand to $19.4 billion if Microsoft increases demand, underscores the growing need for
[20]
Nebius jumps on $17.4-billion AI computing deal with Microsoft
(Reuters) -Nebius Group's shares soared nearly 50% to $95.7 on Tuesday as investors cheered its $17.4-billion deal supplying AI infrastructure to Microsoft over a five-year period. The partnership comes amid an unprecedented surge in demand for artificial-intelligence data centers, as businesses
[21]
Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jump
(Reuters) - 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 compute, as companies invest
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Nebius Group, an AI infrastructure company, has signed a major deal with Microsoft worth up to $19.4 billion. The company plans to raise $3 billion to fuel its growth and expand its AI cloud business.
Nebius Lands Major Microsoft Deal
Nebius Group NV, an Amsterdam-based AI infrastructure company, has secured a landmark deal with Microsoft Corp. worth up to $19.4 billion over five years
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. The agreement involves Nebius providing dedicated GPU infrastructure capacity to Microsoft from its new data center in Vineland, New Jersey .
Source: Market Screener
Expansion Plans and Financing
Following this significant contract, Nebius has announced plans to raise $3 billion to fuel its growth
3
. The financing includes a $2 billion private offering of convertible senior notes and a $1 billion underwritten public offering of the company's class A shares1
. The funds will be used to acquire additional compute power and hardware, secure land plots, and expand its data center footprint3
.
Source: TechRadar
Market Impact and Stock Performance
The announcement of the Microsoft deal had a significant impact on Nebius's stock, which soared by 49% to a record high
3
. In after-hours trading, the stock rose as much as 68% to $1084
. The company's market capitalization stood at approximately $15 billion before the post-market surge5
.Nebius's Background and Future Prospects
Nebius emerged from the split of Russian tech company Yandex's assets
3
. The company, formerly known as Yandex N.V., has been expanding its presence in the United States, opening offices in San Francisco, Dallas, and New York5
. Arkady Volozh, founder and CEO of Nebius, stated that the economics of the Microsoft deal are attractive and will help accelerate the growth of their AI cloud business4
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Industry Context and Implications
The deal highlights the growing demand for AI infrastructure and the rise of 'neocloud' providers. Microsoft's investment aligns with its commitment to spend $80 billion on AI infrastructure in 2025 . This agreement also reflects the broader trend of tech giants investing heavily in AI computing power, with global demand for data center capacity rising sharply in recent years
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Source: ET
Competitive Landscape
The Nebius-Microsoft deal has implications for other players in the AI infrastructure space. CoreWeave, a competitor, saw its shares rise by 5% following the announcement
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. Microsoft has previously worked with CoreWeave and maintains flexibility in its partnerships, having chosen not to exercise an option for additional capacity with CoreWeave in the past4
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