US SEC filing: Microsoft signs a deal worth up to $19.4B through 2031 to receive AI cloud computing capacity from Yandex spinoff Nebius Group; NBIS jumps 50%+
https://nebius.com/... Nebius now in the highest league. … Tom Blackwell : Many people at #Nebius contributed to making this happen, but a huge shout out to our outstanding corporate development team Yulia Baumgaertner … Threads: Tae Kim / @firstadopter : It's almost as if demand for AI is way above supply. Crazy.
Bloomberg
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- It's almost as if demand for AI is way above supply. Crazy. @firstadopter
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Announcing a major new agreement with @Microsoft for AI infrastructure. This means significantly more aggressive growth of our AI cloud business in 2026. We'll deliver the capacity from our new data center in Vineland, NJ, starting late 2025. Read more: https://nebius.com/...