Nebius signs a USD 17.4 billion GPU capacity contract with Microsoft

2025-09-08 · Publisher : Nebius · Domain : Cloud & DevOps

Neocloud Nebius commits to provide Microsoft with dedicated GPU capacity from its new Vineland, New Jersey data centre, for USD 17.4 billion over five years, up to USD 19.4 billion with additional services.

### Background On 8 September 2025, **Nebius** announces a multi-year agreement with Microsoft to provide dedicated GPU infrastructure capacity from its new data centre in Vineland, New Jersey. The five-year contract is worth about **USD 17.4 billion**, and could rise to USD 19.4 billion if Microsoft acquires additional services or capacity. Services will be deployed in tranches, starting in late 2025. Nebius sees it as its first long-term contract with a major technology company. ### Key facts - Amount: about USD 17.4 billion over five years, up to about USD 19.4 billion with options. - Site: the Vineland, New Jersey data centre, announced in March 2025 with 300 MW of initial capacity and potential for another 400 MW. - Schedule: deployment in tranches in 2025 and 2026. - Financing: the contract's cash flows, combined with debt secured against the contract. - Positioning: Nebius announces more long-term contracts with large companies and AI labs. ### Why it matters A hyperscaler rents GPU capacity from a neocloud rather than building everything itself: AI demand exceeds what existing data centres can offer, and renting speeds up availability. For IT departments, this means the infrastructure behind an Azure service may be operated by a third party. The contract is also a financing lever for Nebius, which borrows against expected cash flows. ### Takeaway A hyperscaler subcontracts part of its AI capacity to a neocloud, over five years and nearly USD 17.4 billion.

Tags : Néocloud, Datacenter, Azure, États-Unis, NVIDIA