Mon, Sep 8, 2025
Nebius signs $17.4 billion GPU capacity agreement with Microsoft
Key points
- 5-year term through 2031, dedicated GPU infrastructure at the Vineland, NJ data center, deployed in tranches
- With additional services/capacity, total could rise to ~$19.4B
- First tranche delivered on time, November 2025
Deal
MicrosoftSep 2025
SiteVineland
Contract value$17.4B
Duration5 years, through 2031