Sport Investors League
  • Politics
  • Stocks
  • Investing
  • Business

Sport Investors League

  • Politics
  • Stocks
  • Investing
  • Business
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

0
FacebookTwitterGoogle +Pinterest
previous post
Jaime Carrasco: Gold, Silver, Miners — Where to Focus in Monetary Storm
next post
Elon Musk agrees with JD Vance on the ‘big lie the Democrats told about violent crime’

Related Posts

Anglo American Divests US$1.1 Billion Stake in Australian...

November 5, 2024

Quimbaya Gold Announces Annual General Meeting Results and...

April 1, 2025

Lode Gold Updates US OTC Market Symbol to...

January 10, 2025

Shanghai Platinum Week Showcases China’s Dominance in Global...

July 21, 2025

Precious Metals & Critical Minerals Hybrid Investor Conference:...

May 24, 2025

Top 10 Copper-producing Companies (Updated 2024)

July 11, 2024

Hydrogen Stocks: 9 Biggest Companies

March 21, 2025

Crypto Market Update: Markets Pull Back After Fed...

August 2, 2025

Ignite Investment Summit Hong Kong Presentation

March 27, 2025

Crypto Market Update: South Korea and Japan Set...

August 20, 2025

    Get free access to all of the retirement secrets and income strategies from our experts! or Join The Exclusive Subscription Today And Get the Premium Articles Acess for Free


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

    Recent

    • Vance hails ‘days of destiny’ as VP seeks to build on ceasefire agreement

      October 23, 2025
    • Trump meets NATO’s Rutte as Ukraine peace talks take center stage after Zelenskyy visit

      October 23, 2025
    • Jack Smith defends subpoenaing Republican senators’ phone records: ‘Entirely proper’

      October 23, 2025
    • DAVID MARCUS: 5 things New York Republicans need to hear from Andrew Cuomo

      October 23, 2025
    • American missionary kidnapped in Niger by suspected Islamist militants, sources say

      October 23, 2025

    Categories

    • Business (1,121)
    • Investing (3,316)
    • Politics (4,042)
    • Stocks (1,155)
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: sportinvestorsleague.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 sportinvestorsleague.com | All Rights Reserved