Group 1 - Microsoft has entered a multi-year agreement with Nebius worth nearly $20 billion to acquire artificial intelligence cloud computing capabilities from the company, which was spun off from Russian internet giant Yandex [1] - The deal is expected to generate between $17.4 billion and $19.4 billion in revenue for Nebius by 2031, significantly boosting its data center business amid the AI boom [1] - Following the announcement, Nebius's stock surged approximately 43% in after-hours trading, and it has more than doubled in value this year [1] Group 2 - Despite the rapid expansion of cloud and AI services, demand continues to outstrip supply, with Microsoft facing capacity constraints as noted by its CFO [2] - Nebius will begin providing dedicated server capacity to Microsoft from its new data center in Wellington, New Jersey, starting later this year [2] - The agreement is expected to significantly drive Nebius's AI cloud business growth by 2026, prompting the company to explore additional financing options for faster expansion [2]
盘后飙涨！Nebius(NBIS.US)与微软(MSFT.US)签订高达194亿美元AI云算力订单