Neocloud · Public · NASDAQ: NBIS · Amsterdam, NL

Nebius

AI cloud provider with data centers in Europe and the United States.

Legal name: Nebius Group N.V.Founded 2004 (Wikidata)Reviewed Oct 21, 2026

Listed
NBIS
NASDAQ: NBIS
Cash capex, FY2025
$4.07B
Jan–Dec 2025 · 20-F
Largest customer contract
about $17.4B
Microsoft · Sep 8, 2025 · 6-K ↗
Compute deals
1
Dollar values and capacity below

Compute and infrastructure

Stated contract totals over multi-year terms, not annual spend

DateDealRoleValue (basis)CapacitySource
Sep 8, 2025Microsoft and Nebius GPU capacity agreementwith Microsoft · Compute contractProviderabout $17.4B5 yrs≈$19.4B with optionsNo capacity stated in the source6-K ↗

Cash paid for property and equipment

SEC XBRL, by fiscal quarter · hollow bars are derived

QuarterPeriodCash paid for PP&EHowFiling

Fiscal years: FY2025 $4.07B (Jan–Dec 2025, 20-F) · FY2024 $807.7M (Jan–Dec 2024, 20-F) · FY2023 $83.4M (Jan–Dec 2023, 20-F)

Later filings revised 2 of these figures (for example, twelve months to Dec 31, 2023: $83,400,000 first reported, $82,900,000 in the 20-F filed 2026-04-30). This data keeps the first reported figures. Older filings report this line in RUB with a USD translation; they are not used. Figures for 2022 and 2023 come from later filings that report in USD. This series has full-year figures only (from annual reports), so there are no quarters. This line also includes purchases of intangible assets.

Timeline

Every tracked event, newest first

  1. Sep 8, 2025ComputeMicrosoft and Nebius GPU capacity agreementMicrosoft ↔ Nebiusabout $17.4BSigned 6-K ↗
Deal counterparties
Microsoft
Same category
CoreWeaveLambdaCrusoeNscaleFluidstack

Sources

2 sources · reviewed Oct 21, 2026

  1. SEC EDGAR (Nebius Group N.V.), “Nebius Group Form 6-K, September 8, 2025 (commercial agreement with Microsoft)”, Sep 8, 2025 · 6-K
  2. Wikidata, “Wikidata item Q47120756 (Nebius Group)” · Wikidata

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