Crazy Flux
  • Business
  • World
  • Stocks
  • Investing
  • Business
  • World
  • Stocks
  • Investing

Crazy Flux

Investing

Nebius Shares Soar on US$17.4 Billion Microsoft AI Deal

by admin September 10, 2025
September 10, 2025
Nebius Shares Soar on US$17.4 Billion Microsoft AI Deal

Nebius Group (NASDAQ:NBIS) surged on Tuesday (September 9) after announcing a multibillion-dollar deal with Microsoft (NASDAQ:MSFT) to provide dedicated artificial intelligence (AI) infrastructure.

Valued at US$17.4 billion over five years and expandable to US$19.4 billion if demand increases, the arrangement will see Nebius supply Microsoft with computing capacity from a new data center under construction in Vineland, New Jersey.

The news sent Nebius shares up 43.3 percent to US$91.75, their highest level on record.

For Nebius, a spinout from Russian tech giant Yandex that has grown into a full-stack AI infrastructure provider, the agreement represents a milestone in its long-term expansion strategy.

“Nebius’s core AI cloud business, serving customers from AI startups to enterprises, is performing exceptionally well,” said Arkady Volozh, the company’s founder and CEO, in a statement. “We have also said that, in addition to our core business, we expect to secure significant long-term committed contracts with leading AI labs and big tech companies. I’m happy to announce the first of these contracts, and I believe there are more to come.’

Microsoft’s mounting need for external infrastructure comes as it outpaces its in-house capacity amid a broader surge in demand for generative AI services. The company, already a key backer of OpenAI, has struck similar agreements with CoreWeave (NASDAQ:CRWV) to secure high-performance computing resources.

By turning to firms like Nebius, Microsoft is looking to bridge shortages of the advanced graphics processing units (GPUs) needed to run large AI models. The company’s Vineland facility, part of a wave of new greenfield projects, will provide the dedicated GPU clusters that Microsoft requires to scale its AI services. The arrangement will allow Microsoft to lock in additional computing power, while providing Nebius with long-term revenue visibility.

Beyond its cloud business, Nebius also operates or invests in related ventures, including autonomous driving technology developer Avride, edtech platform TripleTen and database company ClickHouse.

As mentioned, the scale of Nebius’ Microsoft contract has immediately reshaped investor sentiment. Nebius shares, which have already more than doubled this year, gained nearly half their value in a single session.

The rally spilled over to CoreWeave, which has its own multibillion-dollar contract with Microsoft and OpenAI.

Analysts suggest that the Microsoft deal positions Nebius to attract additional marquee customers, including other hyperscalers and frontier AI labs, as the company ramps up its global footprint.

Currently, there are expectations that the company, once considered a niche spinoff, could become one of the central players in supplying infrastructure for the AI boom.

Deliveries to Microsoft are expected to begin later this year.

Securities Disclosure: I, Giann Liguid, hold no direct investment interest in any company mentioned in this article.

This post appeared first on investingnews.com

previous post
IR1:IR1 Completes Acquisition to Consolidate Black Hills, US
next post
S&P 500 Breaking Out Again: What This Means for Your Portfolio

Related Posts

Osisko Metals

July 19, 2025

Locksley Resources LimitedAdvances Antimony Supply Strategy

September 10, 2025

Biggest US Defense Contractors and ETFs in 2025

July 16, 2025

Allied Critical Metals Announces Corporate Update

May 17, 2025

Execution of SPA to Acquire Webbs Consol from...

September 29, 2025

Cygnus intersects new high-grade gold, plus visible gold*...

April 17, 2025

Pinnacle Changes OTC Ticker Symbol to PSGCF

July 4, 2025

Becancour Lithium Refinery Definitive Feasibility Study

February 17, 2025

Capital Raise Presentation

August 28, 2025

1911 Gold Announces C$11.5 Million “Bought Deal” Life...

June 25, 2025

    Join our mailing list to get access to special deals, promotions, and insider information. Your exclusive benefits await! Enjoy personalized recommendations, first dibs on sales, and members-only content that makes you feel like a true VIP. Sign up now and start saving!


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Recent

    • The Real Drivers of This Market: AI, Semis & Robotics

      October 22, 2025
    • S&P 500 Breaking Out Again: What This Means for Your Portfolio

      October 22, 2025
    • Drilling Commences at Lo Herma ISR Uranium Project

      October 22, 2025
    • Placement and Bonus Loyalty Options

      October 22, 2025
    • Sep25 Appendix 5B

      October 22, 2025
    • IAMGOLD Expands Québec Footprint via Acquisition of Northern Superior, Orbec

      October 22, 2025
    • About us
    • Contacts
    • Privacy Policy
    • Terms and Conditions
    • Email Whitelisting

    Disclaimer: crazyflux.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.


    Copyright © 2025 crazyflux.com | All Rights Reserved