Home / Nebius: Microsoft Multi-Billion Dollar AI Deal, Q2 Results & More

Nebius: Microsoft Multi-Billion Dollar AI Deal, Q2 Results & More

By: Jasmin Espinas

Updated: September 9, 2025

Published: September 9, 2025

Advertising Disclosure

The content featured in this article may include sponsored placements or affiliate partnerships. These do not reflect the views or recommendations of Financial Daily Update.

We do not guarantee the accuracy or reliability of information presented by third-party contributors or advertisers. You are encouraged to verify all product claims and service terms directly with the provider.

Some of the links on this page may lead to financial partners. If you take action through those links—such as applying for a loan or signing up for a service—we may earn compensation.

That said, all editorial content is written independently and without bias, in line with our mission to provide transparent and informative financial reporting.

Nebius has positioned itself as one of the AI cloud providers offering a complete, Nvidia-powered infrastructure tailored for model training and deployment.

The company’s focus is technical scalability and deep support for enterprise AI development – an area few providers currently compete in at this level.

Nebius announced a multi-billion-dollar AI infrastructure agreement with Microsoft and released its Q2 2025 financial results.

This article breaks down the partnership, financials, and what it signals for the broader AI cloud ecosystem.

Nebius Signs Multi-Billion Dollar AI Deal With Microsoft

Announcing a major new agreement with @Microsoft for AI infrastructure. This means significantly more aggressive growth of our AI cloud business in 2026.

We’ll deliver the capacity from our new data center in Vineland, NJ, starting late 2025. Read more: https://t.co/bTfWtp9Cfc

— Nebius (@nebiusai) September 8, 2025

Nebius confirmed on Tuesday, September 9, that it has signed a $17.4 billion agreement to provide AI infrastructure to Microsoft over the next five years.

The deal secures long-term, dedicated capacity from Nebius’ upcoming data center in Vineland, New Jersey, which is scheduled to go live later this year.

As a result, shares of Nebius surged 41% to $90.30 following the announcement.

This stock movement reflects investor confidence in the scale and reliability of the partnership, which marks one of the largest infrastructure deals in the generative AI sector this year.

The agreement is also expected to accelerate Nebius’ ability to attract additional large-scale customers.

Analysts see the company gaining traction among both hyperscalers and AI labs seeking high-throughput environments built for model training.

Nebius Posts Strong Q2 Growth, Raises 2025 ARR Guidance

Nebius released its unaudited financial results for the second quarter on August 7, reporting sharp revenue gains and an upward revision to its 2025 forecast.

The company now expects its annualized run-rate revenue to reach between $900 million and $1.1 billion by year-end, up from its earlier estimate.

Q2 revenue hit $105.1 million, marking a 625% increase compared to the same quarter last year and more than doubling its Q1 figure.

This growth reflects demand for Nebius’ full-stack AI infrastructure, particularly from enterprise and research clients scaling large-model workloads.

The core business turned EBITDA-positive earlier than expected, signaling operational efficiency despite rapid infrastructure expansion.

Nebius is also on track to secure more than one gigawatt of contracted power by the end of 2026, a critical step as it prepares new data center builds to support incoming capacity deals.