Microsoft capacity delivery commitment on schedule
Company: Nebius
The claim, verbatim
Nebius delivered the first tranche of Microsoft capacity in November 2025 and is on track to deliver remaining capacity according to schedule
Source (primary)
nebius 8-K exhibit (tm266173d1_ex99-2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-13)Live source ↗
Quote: “We delivered the first tranche of capacity to Microsoft on time in November 2025, and are well on track to deliver the remaining capacity on schedule”
How we checked this
Checked on September 21, 2026. The cited source supports every part of this claim.
The document confirms first-tranche delivery to Microsoft in November 2025 and that remaining capacity is on schedule.
Confirmed in the source:
- Nebius delivered the first tranche of capacity to Microsoft in November 2025
- Nebius is on track to deliver the remaining Microsoft capacity on schedule
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465926013946/tm266173d1_ex99-2.htm) in full (33,978 characters, retrieved September 13, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms nebius 8-K exhibit (tm266173d1_ex99-2.htm)
Quote: “We delivered the first tranche of capacity to Microsoft on time in November 2025, and are well on track to deliver the remaining capacity on schedule”