Nebius Strikes Landmark $19.4B Deal with Microsoft, Accelerating Global AI Infrastructure Growth
Major Partnership Announcement
Nebius Group NV has announced a groundbreaking multiyear deal with Microsoft Corp., valued between $17.4 billion to $19.4 billion through 2031. The agreement focuses on providing AI cloud computing power to Microsoft, representing a significant milestone for the Amsterdam-based technology company.
Company Background and Infrastructure
As a preferred cloud service provider in the NVIDIA Partner Network, Nebius specializes in high-end infrastructure optimized for AI training and inference. The company employs over 500 skilled engineers who deliver comprehensive hyperscale cloud experiences specifically designed for AI builders.
The company’s mission aligns with the growing importance of AI as a defining force in modern society. Nebius recognizes that AI requires purpose-built infrastructure, including massive compute resources, optimized software and hardware, and collaborative ecosystems. Their focus is on building vertically integrated AI infrastructure to accelerate global AI innovation at scale.
Recent Developments and Expansion
Nebius has announced plans to invest more than $1 billion in AI infrastructure in Europe by mid-2025, including a new GPU cluster in Paris that will be among the first in Europe to offer NVIDIA H200 Tensor Core GPUs. The company is also positioned to be an early adopter of the state-of-the-art NVIDIA Blackwell platform in 2025.
Market Impact and Future Outlook
The announcement of the Microsoft deal has had a significant impact on Nebius’s market position, with shares soaring more than 60% in extended trading. The partnership comes at a crucial time when Microsoft is actively seeking third-party providers to address the growing demand shortage for cloud infrastructure capable of handling AI workloads, particularly as users increase their adoption of services like ChatGPT.
With GPU clusters deployed across Europe and the US, Nebius’s platform combines the scale and reliability of a hyperscaler with supercomputer performance. Their services cater to a diverse ecosystem of AI innovators, from startups to research institutes and enterprises, spanning sectors including healthcare, robotics, finance, and entertainment, as well as national AI programs.
