Microsoft AI infrastructure agreement
Company: Nebius - Project: Vineland
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
Checked on September 28, 2026. The cited source supports every part of this claim.
The letter states the Microsoft deal's September announcement, its $17.4–19.4 billion value and its expected 2026 revenue ramp. It separately says Microsoft will be served exclusively from the New Jersey data center.
Confirmed in the source:
- Nebius announced a large enterprise AI infrastructure deal with Microsoft in September
- The Microsoft deal is valued between $17.4 billion and $19.4 billion
- Revenue from the Microsoft deal is expected to ramp up throughout 2026
- Microsoft will be served exclusively from Nebius's New Jersey data center
What we did: Read our cached copy of SEC EDGAR (8-K Ex) (https://www.sec.gov/Archives/edgar/data/1513845/000110465925109806/tm2530882d1_ex99-2.htm) in full (39,078 characters, retrieved September 26, 2026) and checked each assertion in the claim against it.
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.”