Nebius Group reaches peak value after 17.4 billion dollar Microsoft partnership confirms growth plans

Landmark Agreement Accelerates Nebius's Growth Trajectory

Nebius Group experienced a dramatic share price surge on Tuesday, reaching an all-time high following the announcement of a landmark $17.4-billion agreement with Microsoft for AI infrastructure services. Investors responded with enthusiasm as Nebius shares soared nearly 44 percent to $91.75, bringing the stock’s year-to-date gains to over 200%^[2][3].

Details of the Microsoft Partnership

The multi-year deal establishes Nebius as a critical provider of dedicated GPU infrastructure to Microsoft. Initial deliveries from Nebius’s new Vineland, New Jersey data center will begin later this year. The contract covers a five-year period and can expand to $19.4 billion if Microsoft’s demand grows, signaling escalating global appetite for high-performance AI data centers as tech giants intensify efforts to advance generative artificial intelligence^[2].

• The deal enables Nebius to accelerate its expansion of AI cloud services in 2026 and beyond
• Capital expenditure for the contract will be financed via a mix of cash flow from the deal, debt secured against the contract, and other strategic financing options^[1]
• Microsoft’s strategy includes contracts with multiple third-party providers, such as CoreWeave and its substantial agreement with OpenAI

Industry Implications and Analyst Reactions

Industry analysts view the Microsoft-Nebius contract as transformative for Nebius. The deal solidifies the company’s long-term revenue outlook and significantly reduces the risks associated with its rapid data center capacity expansion.

According to Hamed Khorsand, analyst at BWS Financial, “This deal provides unprecedented clarity on the company's long-term revenue potential and significantly de-risks its planned capacity buildout”^[2].

The agreement positions Nebius not only as a key Microsoft partner but also as a strong contender for future contracts with other hyperscalers and frontier AI labs as the company invests in additional greenfield data center projects.

The Road Ahead for Nebius Group

Founded from the spinoff of Yandex assets and headquartered in Amsterdam, Nebius specializes in AI infrastructure and full-stack AI cloud services, empowering developers with end-to-end solutions built on Nvidia computing^[2]. CEO Arkady Volozh stated that this Microsoft contract complements Nebius’s core business and will further accelerate its growth in the coming years^[1][3].

Nebius’s record-breaking deal highlights the ongoing global race for AI capability, as companies pursue ever-greater computational power to fuel developments such as ChatGPT and other advanced generative AI systems.