Microsoft GPU infrastructure agreement
Company: Nebius - Project: Vineland
The claim, verbatim
Entered into commercial agreement to provide Microsoft dedicated GPU infrastructure capacity in clusters at Vineland, New Jersey data center over five-year term with total contract value of approximately $17.4 billion through 2031
Source (primary)
Nebius 424B5 filed 2025-11-12 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “our wholly owned subsidiary, Nebius, Inc., entered into a commercial agreement with Microsoft, pursuant to which we will provide Microsoft access to dedicated GPU infrastructure capacity in clusters at our new data center in Vineland, New Jersey over a five-year term...the total contract value is about $17.4 billion through 2031”
How we checked this
Checked on September 16, 2026. The cited source supports every part of this claim.
The 'Recent Developments' section describes the Microsoft agreement, the Vineland, New Jersey location, the five-year term, and the roughly $17.4 billion value through 2031.
Confirmed in the source:
- Nebius's wholly owned subsidiary Nebius, Inc. entered into a commercial agreement with Microsoft on September 8, 2025
- Nebius will provide Microsoft access to dedicated GPU infrastructure capacity in clusters at its new data center in Vineland, New Jersey
- The term of the Microsoft agreement is five years
- The total contract value is about $17.4 billion through 2031, subject to satisfaction of deployment and availability of the GPU clusters
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1513845/000110465925110025/tm2530771-1_424b5.htm) in full (236,056 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius 424B5 filed 2025-11-12
Quote: “our wholly owned subsidiary, Nebius, Inc., entered into a commercial agreement with Microsoft, pursuant to which we will provide Microsoft access to dedicated GPU infrastructure capacity in clusters at our new data center in Vineland, New Jersey over a five-year term...the total contract value is about $17.4 billion through 2031”