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Microsoft GPU capacity contract

Company: Nebius - Project: Vineland

Subject kind
partnership
Statement date
2026-09-17
Promised by
2031-12-31
Promised amount
17.4 USD billions
Current status
stated

The claim, verbatim

Microsoft signed a multi-year deal for dedicated capacity at new Nebius data center in Vineland, New Jersey, worth $17.4 billion through 2031, potentially up to $19.4 billion with additional services

Source (primary)

$10,000 in Nebius When It Returned to Trading in 2024 Is Worth About $105,000 Now - Yahoo Finance (-, news_article)
View cached copy (2026-09-20)Live source ↗

Quote: “In September 2025, Microsoft signed a multi-year deal for dedicated capacity at a new Nebius data center in Vineland, New Jersey. That agreement is worth about $17.4 billion through 2031, and up to $19.4 billion if Microsoft adds services or capacity”

How we checked this

Checked on September 25, 2026. The cited source supports every part of this claim.

The article describes the September 2025 Microsoft deal for dedicated capacity in Vineland, New Jersey, worth about $17.4 billion through 2031 and up to $19.4 billion with added services or capacity.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/10-000-nebius-returned-trading-165801696.html) in full (12,985 characters, retrieved September 20, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms $10,000 in Nebius When It Returned to Trading in 2024 Is Worth About $105,000 Now - Yahoo Finance

Quote: “In September 2025, Microsoft signed a multi-year deal for dedicated capacity at a new Nebius data center in Vineland, New Jersey. That agreement is worth about $17.4 billion through 2031, and up to $19.4 billion if Microsoft adds services or capacity”

View cached copy (2026-09-20)Live source ↗