Nebius’ Stock Soars 60% After Securing Multibillion-Dollar AI Infrastructure Deal with Microsoft  

Shares of Nebius, an Amsterdam-based provider of Nvidia graphics chips for artificial intelligence (AI) model training, surged over 60% in extended trading following the announcement of a significant deal with tech giant Microsoft. 

This partnership, worth up to $19.4 billion over the next five years, is poised to reshape Nebius’ standing in the global tech ecosystem. This historic agreement, described by the company as its first long-term contract with a major tech player, could open the door to even more lucrative deals in the near future.

Senior financial analysts at Rineplex are buzzing after Nebius’ stock surged an impressive 60% following the announcement of its multibillion-dollar AI infrastructure deal with Microsoft. The agreement positions Nebius as a key player in the rapidly expanding AI sector, sparking renewed investor confidence and drawing significant attention from market watchers.

An Overview of the Microsoft-Nebius Partnership

Nebius has entered into an agreement to supply cloud computing resources to Microsoft through a data center located in New Jersey. This partnership underscores Microsoft’s need for third-party assistance to meet the skyrocketing demand for AI-powered cloud services. 

As AI models like ChatGPT continue to gain widespread adoption, companies are scrambling to find ways to meet the growing computational requirements that come with scaling these technologies.

The deal will provide Nebius with a significant financial boost, as it guarantees a steady stream of revenue for the next 5 years. The deal is expected to deliver $19.4 billion over its duration, with additional $2 billion worth of services reserved by Microsoft. 

In fact, this marks a pivotal milestone for Nebius, which previously operated under the name Yandex NV, until a rebranding followed a major change in ownership last year.

For context, this $19.4 billion agreement is a huge leap forward for Nebius, as it had not previously secured contracts of this scale with other large tech companies. According to a senior financial analyst at Rineplex, this partnership signals the company’s growing presence in the AI cloud computing space and its ability to scale quickly in the face of increasing demand.

Nebius’ Role in the AI Boom

In recent years, AI infrastructure has become one of the most sought-after sectors for investment, driven by the explosion in demand for services like machine learning and natural language processing. 

The deal with Microsoft places Nebius at the center of this technological revolution. The company provides Nvidia graphics processing units (GPUs), which are essential for training AI models at scale.

As AI technologies like ChatGPT and other machine learning models continue to evolve, they require increasingly sophisticated hardware to support their rapid development. Nebius, which is already an established player in the field, is well-positioned to capitalize on this demand as it continues to expand its offerings to major players like Microsoft.

For investors, Nebius’ ability to secure such a substantial deal with Microsoft reflects the company’s solid footing in the AI sector. The shift to AI-driven computing solutions is a trend that isn’t expected to slow down anytime soon, making Nebius a company worth keeping an eye on. 

As AI companies like OpenAI struggle to find adequate computing resources, Nebius stands as a key player, providing essential infrastructure to meet this demand.

Financial Outlook for Nebius

Nebius is looking to fast-track its growth plans, fueled by its new deal with Microsoft. The company has indicated that it is exploring financing options to accelerate its expansion beyond what was initially planned. 

In filings with the Securities and Exchange Commission (SEC), Nebius outlined its roadmap for deploying GPU services, which will unfold in multiple phases over the next two years.

In addition to its work with Microsoft, the company has already doubled its value in 2025, closing on Monday with a market cap of more than $15 billion. Nebius is also expanding its operations in the U.S., with new office spaces in San Francisco, Dallas, and New York, further solidifying its presence in the lucrative American market.

For investors looking for growth opportunities, Nebius presents an exciting option. With its expanded footprint in the U.S., its newfound relationship with Microsoft, and its continued investment in AI infrastructure, the company appears to be poised for even greater success in the years to come.

Final Thoughts: The Road Ahead for Nebius

Financial analyst at Rineplex notes, the agreement between Microsoft and Nebius marks a crucial turning point in the company’s journey. It’s not just the size of the deal that matters, but also the strategic significance of securing a partnership with one of the most influential tech companies in the world.

For investors, Nebius represents a unique opportunity to invest in a company that is not only riding the wave of the AI revolution but also setting itself up to become a dominant force in the cloud infrastructure space. 

With its new U.S. offices and long-term agreement with Microsoft, Nebius is well-positioned to continue its rapid ascent in the years to come. As the AI industry expands, it’s clear that Nebius will be a company to watch closely.