Overview
- Nebius signed a roughly $17 billion GPU capacity deal with Microsoft and a five‑year $3 billion AI infrastructure agreement with Meta, anchoring multi‑year growth.
- Shares have jumped about 248% year to date, lifting the company’s market value above $25 billion, according to Reuters.
- The company reports all available capacity sold and new capacity presold in markets including Israel and the United Kingdom.
- Management lifted 2025 capital‑expenditure guidance to $5 billion and targets 2.5 gigawatts of contracted power by the end of 2026.
- Following the Microsoft deal, Nebius raised $4.2 billion via an equity offering and convertible notes, and it is broadening customers from AI natives to mainstream enterprises.