Microsoft GPU infrastructure customer
Company: Nebius - Project: Vineland
The claim, verbatim
Nebius has entered into a commercial agreement with Microsoft to provide dedicated GPU infrastructure capacity in tranches at its new data center in Vineland, New Jersey over a five-year term
Source (primary)
Nebius 6-K filed 2025-09-08 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗
Quote: “entered into a commercial agreement (the "Agreement") with Microsoft, pursuant to which the Company will provide Microsoft access to dedicated GPU infrastructure capacity in tranches (each, a "GPU Service") at its new data center in Vineland, New Jersey (the "Data Center") over a five-year term”
How we checked this
Checked on September 17, 2026. The cited source supports every part of this claim.
The filing states that Nebius's wholly owned subsidiary signed this agreement with Microsoft for dedicated GPU capacity in tranches at the new Vineland, New Jersey data center over five years.
Confirmed in the source:
- Nebius, Inc., a wholly owned subsidiary of Nebius Group N.V., entered into a commercial agreement with Microsoft on September 8, 2025
- Under the agreement, Nebius will provide Microsoft access to dedicated GPU infrastructure capacity in tranches
- The capacity is at Nebius's new data center in Vineland, New Jersey
- The agreement runs over a five-year term
What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1513845/000110465925088312/tm2525580d1_6k.htm) in full (3,773 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius 6-K filed 2025-09-08
Quote: “entered into a commercial agreement (the "Agreement") with Microsoft, pursuant to which the Company will provide Microsoft access to dedicated GPU infrastructure capacity in tranches (each, a "GPU Service") at its new data center in Vineland, New Jersey (the "Data Center") over a five-year term”