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? - Yahoo Finance (-, 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 reports more than $40 billion of additional contracted revenue from investment-grade customers, naming Microsoft and Meta as examples. Only the article's summary blurb credits the total to those two companies, so the source does not show that they account for all of it.
Confirmed in the source:
- Nebius said 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-plus comes from Microsoft and Meta alone; the source attributes it to investment-grade customers 'such as' Microsoft and Meta
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://finance.yahoo.com/technology/ai/articles/palo-alto-networks-ceo-says-134729957.html) in full (12,977 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? - Yahoo Finance
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”