Contracted revenue from Microsoft and Meta
Company: Nebius
The claim, verbatim
Nebius has more than $40 billion in contracted revenue from Microsoft and Meta
Source (primary)
Palo Alto Networks’ CEO Says Nebius Is in a Different League. Is This ‘Neoscaler’ a Buy? - AOL.com (-, news_article)
View cached copy (2026-09-03)Live source ↗Archive.org ↗
Quote: “Nebius said in July that it had more than $40 billion of additional contracted revenue from investment-grade customers such as Microsoft and Meta.”
How we checked this
Checked on September 18, 2026. The cited source supports part of this claim, but not all of it.
The article says the $40 billion+ comes from investment-grade customers 'such as' Microsoft and Meta. It does not say that all of it comes from those two companies.
Confirmed in the source:
- Nebius said in July it had more than $40 billion of additional contracted revenue
- Microsoft and Meta are among the investment-grade customers behind that contracted revenue
We could not confirm this from the cited source:
- That the full $40 billion+ in contracted revenue comes from Microsoft and Meta alone
That does not mean it is false — only that this source does not establish it, as of the date above. If we find a source that settles it, we will re-check and update this page.
What we did: Read our cached copy of the publisher (https://www.aol.com/articles/palo-alto-networks-ceo-says-134729000.html) in full (8,737 characters, retrieved September 3, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Palo Alto Networks’ CEO Says Nebius Is in a Different League. Is This ‘Neoscaler’ a Buy? - AOL.com
Quote: “Nebius said in July that it had more than $40 billion of additional contracted revenue from investment-grade customers such as Microsoft and Meta.”