Core Insights - Microsoft has signed a multi-year partnership agreement with Nebius Group to provide GPU cloud computing services, with a base amount of $17.4 billion covering the period from 2025 to 2031, and an option for an additional $2 billion, bringing the total potential value to $19.4 billion [1] Company Summary - The agreement represents a significant revenue opportunity for Nebius, enabling the company to expand its AI cloud business substantially by 2026 [1] - Nebius will provide dedicated computing power from its data center in New Jersey, with services expected to begin deployment later this year [1] Industry Implications - The partnership addresses Microsoft's challenges related to AI computing power shortages, indicating a strategic move to bolster its capabilities in the AI sector [1]
Nebius接微软最高194亿美元AI算力大单