Microsoft Signs $17.4 Billion AI Infrastructure Deal with Nebius

Sep 10, 2025
Microsoft has entered a $17.4 billion agreement with Nebius to lease GPU infrastructure for AI operations over five years, with potential expansion to $19.4 billion.

Microsoft Corporation has signed a significant agreement with Nebius Group to lease GPU infrastructure capacity for its AI operations. The deal, valued at $17.4 billion over five years, could expand to $19.4 billion if Microsoft increases its compute demands.

Under the agreement, Microsoft will utilize Nebius's stock of graphics processing units (GPUs) at a new data center in Vineland, New Jersey. This move highlights the growing demand for high-performance AI infrastructure as companies invest heavily in developing advanced AI models.

Nebius, an Amsterdam-based AI infrastructure provider, plans to finance the construction of its data center and acquire necessary chips using cash flow from the deal and by raising debt secured against the contract. The company has been expanding its presence in the U.S. to better support American AI businesses.

This partnership marks a significant step for Nebius, as it is the first long-term contract with a large tech company, indicating potential for further collaborations in the future.

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