Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure (Form 6-K)

Nebius announces multi-billion dollar agreement with Microsoft for AI infrastructure

Amsterdam, September 8, 2025 - Nebius Group N.V. (NASDAQ: NBIS) ("Nebius" or the "Company"), a leading AI infrastructure company, today announced an agreement to deliver AI infrastructure to Microsoft.

Under this multi-year agreement, Nebius will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey starting later this year.

Arkady Volozh, founder and CEO of Nebius, said:

"Nebius's core AI cloud business, serving customers from AI startups to enterprises, is performing exceptionally well. We have also said that, in addition to our core business, we expect to secure significant long-term committed contracts with leading AI labs and big tech companies. I'm happy to announce the first of these contracts, and I believe there are more to come. The economics of the deal are attractive in their own right, but, significantly, the deal will also help us to accelerate the growth of our AI cloud business even further in 2026 and beyond."

Nebius expects to finance the capital expenditure associated with the contract through a combination of cash flow coming from the deal and the issuance of debt secured against the contract in the near term, at terms enhanced by the credit quality of the counterparty. The Company is also evaluating a number of additional financing options to enable significantly faster growth than originally planned and will update the market on its financing strategy in due course.

More information about the contract can be found in the Company's 6-K filed today with the Securities and Exchange Commission.

About Nebius

Nebius is a technology company building full-stack infrastructure to service the high-growth global AI industry. Headquartered in Amsterdam and listed on Nasdaq, Nebius has a global footprint with R&D hubs across Europe, North America and Israel.

Nebius's AI-native cloud platform has been built for intensive AI workloads. With a full stack of purposefully designed and tuned proprietary software and hardware designed in-house, Nebius gives AI builders the compute, storage, managed services and tools they need to build, tune and run their models and applications.

Nebius also has additional businesses that operate under their own distinctive brands:

Nebius also holds equity stakes in other businesses including ClickHouse and Toloka.

More information can be found at https://www.nebius.com

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