All Microsoft capacity tranches delivered by August 2026
Company: Nebius
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 13, 2026. The cited source supports every part of this claim.
The October 2026 article states that by August, every Microsoft capacity tranche had been delivered.
Confirmed in the source:
- By August 2026, Nebius had delivered every tranche of capacity under the Microsoft deal
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.”
confirms Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. - Yahoo Finance
Quote: “By August, Nebius had delivered every tranche of capacity under the Microsoft deal.”