All Microsoft capacity tranches delivered
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. - Yahoo Finance (-, news_article)
View cached copy (2026-10-08)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 article states that all Microsoft capacity tranches had been delivered by August, in the context of 2026 events.
Confirmed in the source:
- By August, Nebius had delivered every tranche of capacity under the Microsoft deal
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/nebius-40-billion-customer-commitments-073201031.html) in full (13,449 characters, retrieved October 8, 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. - Yahoo Finance
Quote: “By August, Nebius had delivered every tranche of capacity under the Microsoft deal.”