Microsoft computing capacity agreement
Company: Nebius
The claim, verbatim
In September 2025, Nebius entered into a multiyear agreement with Microsoft worth $17 billion in expected revenue to provide computing capacity.
Source (primary)
Why NBIS Stock Has Gained Over 10% Today? - stocktwits.com (-, news_article)
View cached copy (2026-09-01)Live source ↗
Quote: “In September 2025, Microsoft (MSFT) entered into a multiyear agreement with Nebius worth $17 billion in expected revenue to provide computing capacity, further strengthening the company's role in the AI ecosystem.”
How we checked this
Checked on September 17, 2026. The cited source supports every part of this claim.
The article states that in September 2025 Microsoft entered into a multiyear agreement with Nebius worth $17 billion in expected revenue to provide computing capacity, which matches every element of the claim.
Confirmed in the source:
- The agreement between Nebius and Microsoft was entered into in September 2025
- The agreement is multiyear
- The agreement is worth $17 billion in expected revenue
- The agreement is for Nebius to provide computing capacity to Microsoft
What we did: Read our cached copy of the publisher (https://stocktwits.com/news-articles/markets/equity/nbis-stock-jumps-after-ex-openai-researchers-fund-discloses-major-stake/cZgiqlCRet3) in full (4,408 characters, retrieved September 1, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Why NBIS Stock Has Gained Over 10% Today? - stocktwits.com
Quote: “In September 2025, Microsoft (MSFT) entered into a multiyear agreement with Nebius worth $17 billion in expected revenue to provide computing capacity, further strengthening the company's role in the AI ecosystem.”