Microsoft GPU Services - $17.4 billion commitment through 2031
Company: Nebius - Project: Vineland
The claim, verbatim
Microsoft has committed to pay Nebius up to $17.4 billion through 2031 for dedicated GPU infrastructure services at Nebius's Vineland, New Jersey data center.
Source (primary)
nebius 8-K exhibit (tm2531034d1_ex99-2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-26)Live source ↗
Quote: “Subject to the satisfaction of deployment and availability of the GPU Services, Microsoft has committed to pay the Company fees under the Agreement estimated to be up to $17.4 billion through 2031.”
How we checked this
Checked on September 28, 2026. The cited source supports every part of this claim.
The filing states that Microsoft committed to pay fees estimated at up to $17.4 billion through 2031 for dedicated GPU capacity at Nebius's Vineland, New Jersey data center. The commitment is subject to deployment and availability of the services.
Confirmed in the source:
- Microsoft has committed to pay Nebius fees estimated at up to $17.4 billion through 2031
- The fees are for dedicated GPU infrastructure capacity (GPU Services)
- The GPU Services are provided at Nebius's new data center in Vineland, New Jersey
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465925110831/tm2531034d1_ex99-2.htm) in full (92,693 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms nebius 8-K exhibit (tm2531034d1_ex99-2.htm)
Quote: “Subject to the satisfaction of deployment and availability of the GPU Services, Microsoft has committed to pay the Company fees under the Agreement estimated to be up to $17.4 billion through 2031.”