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Microsoft GPU infrastructure services contract

Company: Nebius - Project: Vineland

Subject kind
customer
Statement date
2025-09-11
Promised amount
17400000000.0 USD
Current status
stated

The claim, verbatim

Wholly-owned subsidiary Nebius, Inc. entered September 8, 2025 commercial agreement with Microsoft to provide dedicated GPU infrastructure capacity at Vineland, New Jersey data center over five-year term with total contract value approximately $17.4 billion through 2031

Source (primary)

Nebius 424B5 filed 2025-09-12 (SEC EDGAR, sec_filing)
View cached copy (2026-08-31)Live source ↗

Quote: “On September 8, 2025, 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

Attempted on September 17, 2026. We could not read enough of the cited source to check this claim.

The verification run did not return a result for this claim (claude -p exit 1: b'').

What we did: Read our cached copy of SEC EDGAR (https://www.sec.gov/Archives/edgar/data/1513845/000141057825002147/tm2525503-7_424b5.htm) in full (287,697 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Nebius 424B5 filed 2025-09-12

Quote: “On September 8, 2025, 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”

View cached copy (2026-08-31)Live source ↗