Microsoft multi-billion dollar AI infrastructure agreement
Company: Nebius - Project: Vineland
The claim, verbatim
Nebius signed a multi-billion dollar agreement with Microsoft in September 2025 to deliver dedicated AI infrastructure capacity from its Vineland, New Jersey data center starting later in 2025
Source (primary)
nebius 8-K exhibit (tm2531034d1_ex99-1.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-26)Live source ↗
Quote: “In September 2025 we signed a multi-billion dollar agreement with Microsoft, under which the Group expects to deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey starting later this year.”
How we checked this
Checked on September 28, 2026. The cited source supports every part of this claim.
Nebius's Q3 2025 operating review states that it signed a multi-billion dollar Microsoft agreement in September 2025. Under that agreement it expects to deliver dedicated capacity from its new Vineland, New Jersey data center starting later that year.
Confirmed in the source:
- Nebius signed a multi-billion dollar agreement with Microsoft in September 2025
- Under the agreement Nebius expects to deliver dedicated capacity to Microsoft
- The capacity is to come from Nebius's new data center in Vineland, New Jersey
- Delivery is expected to start later in 2025
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465925110831/tm2531034d1_ex99-1.htm) in full (28,055 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms nebius 8-K exhibit (tm2531034d1_ex99-1.htm)
Quote: “In September 2025 we signed a multi-billion dollar agreement with Microsoft, under which the Group expects to deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey starting later this year.”