Nebius Group Signs Commercial Deal with Microsoft
Ticker: NBIS · Form: 6-K · Filed: Sep 8, 2025 · CIK: 1513845
| Field | Detail |
|---|---|
| Company | Nebius Group N.V. (NBIS) |
| Form Type | 6-K |
| Filed Date | Sep 8, 2025 |
| Risk Level | low |
| Pages | 2 |
| Reading Time | 2 min |
| Key Dollar Amounts | $17.4 billion, $19.4 billion |
| Sentiment | neutral |
Sentiment: neutral
Topics: commercial-agreement, partnership, cloud-computing
TL;DR
Nebius Group inks GPU infrastructure deal with Microsoft.
AI Summary
On September 8, 2025, Nebius, Inc., a subsidiary of Nebius Group N.V., entered into a commercial agreement with Microsoft. This agreement grants Microsoft access to dedicated GPU infrastructure capacity in tranches, referred to as GPU Services.
Why It Matters
This agreement signifies a strategic partnership between Nebius Group and Microsoft, potentially expanding Nebius's reach in the cloud computing market.
Risk Assessment
Risk Level: low — The filing is a routine 6-K report detailing a commercial agreement without immediate financial implications or significant changes in corporate structure.
Key Players & Entities
- Nebius Group N.V. (company) — Registrant and parent company
- Nebius, Inc. (company) — Wholly owned subsidiary entering the agreement
- Microsoft (company) — Party entering the commercial agreement
- September 8, 2025 (date) — Date of the commercial agreement
FAQ
What is the nature of the commercial agreement between Nebius, Inc. and Microsoft?
Nebius, Inc. will provide Microsoft access to dedicated GPU infrastructure capacity in tranches, referred to as GPU Services.
What is the relationship between Nebius Group N.V. and Nebius, Inc.?
Nebius, Inc. is a wholly owned subsidiary of Nebius Group N.V.
When was the commercial agreement entered into?
The agreement was entered into on September 8, 2025.
What type of infrastructure capacity is being provided under the agreement?
Dedicated GPU infrastructure capacity is being provided.
What is the filing form used by Nebius Group N.V. for this report?
The filing form is a 6-K.
Filing Stats: 574 words · 2 min read · ~2 pages · Grade level 12.3 · Accepted 2025-09-08 17:01:03
Key Financial Figures
- $17.4 billion — ices, the total contract value is about $17.4 billion through 2031. Microsoft may also acquir
- $19.4 billion — rease the total contract value to about $19.4 billion. Cash flow coming from the Agreement wi
Filing Documents
- tm2525580d1_6k.htm (6-K) — 14KB
- tm2525580d1_ex99-1.htm (EX-99.1) — 15KB
- 0001104659-25-088312.txt ( ) — 30KB
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. NEBIUS GROUP N.V. Date: September 8, 2025 By: /s/ Boaz Tal Boaz Tal General Counsel