Nebius Stock Soars 44% After-Hours On Microsoft AI Deal Worth Up To $19B
Nebius has become the talk of Wall Street after announcing a massive artificial intelligence infrastructure deal with Microsoft. On Monday, September 8, 2025, shares of the Amsterdam-based company skyrocketed by more than 60% in extended trading, following news of the multibillion-dollar agreement.
The deal, valued at up to $19.4 billion over five years, marks the first time Nebius has signed a long-term contract with a major global tech company. Industry watchers believe this could be just the beginning, with more partnerships on the horizon.
What the Deal Means
Nebius, once part of Yandex before its rebranding, will provide Microsoft with advanced GPU-powered computing resources for artificial intelligence workloads. The company plans to use its New Jersey data center to deliver these services.
This move comes at a time when Microsoft is under growing pressure to meet the rising demand for AI infrastructure. With tools like ChatGPT driving enormous adoption, Microsoft and its partner OpenAI have been searching for additional cloud capacity.
Nebius joins a select group of companies like CoreWeave and Google that are helping Microsoft scale its AI capabilities. Interestingly, CoreWeave shares also rose about 5% after the announcement, while Microsoft’s stock stayed relatively flat.
Why This Is a Big Win for Nebius
For Nebius, this deal is transformational.
- First long-term contract: It marks the company’s first major AI agreement with a tech giant.
- Massive revenue opportunity: The base contract value is $17.4 billion through 2031, with Microsoft holding the option to purchase an additional $2 billion in services.
- Accelerated growth: Nebius confirmed it is exploring financing options to expand faster than originally planned.
The company also highlighted its U.S. expansion strategy. Offices in San Francisco, Dallas, and New York are already operational, showing Nebius’ commitment to building strong relationships with American AI businesses.
Market Impact
Before this announcement, Nebius stock had already more than doubled in value in 2025, ending Monday with a market cap of just over $15 billion. With the Microsoft partnership in play, analysts expect the company’s valuation and market presence to grow even further.
Founded in 1989, Nebius has spent decades building its technology infrastructure. Now, with the AI boom, it is finally being recognized as a key global player.
The Bigger Picture
Microsoft’s deal with Nebius highlights a larger trend: AI infrastructure is the new gold rush. With the demand for GPU power and cloud services at an all-time high, companies like Nebius, CoreWeave, and Google are becoming indispensable in fueling the AI revolution.
For investors, this is a clear sign that companies specializing in AI hardware and infrastructure may continue to deliver strong returns as the AI economy expands.
Final Thoughts
Nebius’ stock surge underscores just how powerful the AI effect is on global markets. By partnering with Microsoft, the company has not only secured a massive contract but also positioned itself as a serious competitor in the AI infrastructure race.
With more deals likely in the future, Nebius could soon become one of the most influential names in AI technology.
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