Microsoft AI infrastructure agreement
Company: Nebius
The claim, verbatim
Announced large enterprise AI infrastructure deal with Microsoft valued between $17.4 billion and $19.4 billion in September; revenue expected to ramp throughout 2026; Microsoft will be served exclusively from New Jersey data center
Source (primary)
nebius 8-K exhibit (tm2530882d1_ex99-2.htm) (SEC EDGAR (8-K Ex), press_release)
View cached copy (2026-09-26)Live source ↗
Quote: “In September, we also announced our first large enterprise AI infrastructure win, with Microsoft, valued between $17.4 billion and $19.4 billion. We are fully on track with the execution of this contract and expect revenue from this deal to start ramping up throughout 2026.”
How we checked this
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Additional evidence
confirms nebius 8-K exhibit (tm2530882d1_ex99-2.htm)
Quote: “In September, we also announced our first large enterprise AI infrastructure win, with Microsoft, valued between $17.4 billion and $19.4 billion. We are fully on track with the execution of this contract and expect revenue from this deal to start ramping up throughout 2026.”