Nebius Stock Jumps 53% After $19.4B AI Cloud Deal With Microsoft

Nebius stock skyrockets 53% after announcing a multi-billion-dollar AI cloud deal with Microsoft, shaking up the tech world.

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The Amsterdam-based AI firm signed a contract worth up to $19.4 billion, making it one of Microsoft’s biggest AI partnerships.

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Nebius will supply Microsoft with $17.4 billion in AI computing capacity through 2031, with options to raise it by $2B more.

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Investors cheered! Nebius stock soared to $97.87 in New York trading, showing massive confidence in its future.

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CEO Arkady Volozh rebuilt Nebius after breaking from Russian giant Yandex, proving resilience after EU sanctions were lifted.

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Backed by big names like Nvidia and Accel Partners, Nebius has focused on AI cloud services for startups—now scaling globally.

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Microsoft, struggling with an AI cloud shortage, is turning to Nebius to meet exploding demand for AI-driven services and tools.

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Nebius will power Microsoft from a new data center in New Jersey later this year, boosting its AI growth in 2026 and beyond.

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“This contract proves Nebius is a leading AI cloud player,” analysts say—challenging even the biggest hyperscalers.

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