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All Microsoft capacity tranches delivered by August 2026

Company: Nebius

Subject kind
facility timeline
Statement date
2026-08-31
Current status
stated

The claim, verbatim

By August 2026, Nebius had delivered every tranche of capacity under the Microsoft deal.

Source (primary)

Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. - The Motley Fool (-, news_article)
View cached copy (2026-10-06)Live source ↗Archive.org ↗

Quote: “By August, Nebius had delivered every tranche of capacity under the Microsoft deal.”

How we checked this

Checked on October 8, 2026. The cited source supports every part of this claim.

The article, published in October 2026, states that by August Nebius had delivered every tranche of capacity under the Microsoft deal.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://www.fool.com/investing/2026/10/05/nebius-has-usd40-billion-of-customer-commitments-most-of-it-comes-from-2-customers/) in full (11,475 characters, retrieved October 6, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. - The Motley Fool

Quote: “By August, Nebius had delivered every tranche of capacity under the Microsoft deal.”

View cached copy (2026-10-06)Live source ↗Archive.org ↗