Yahoo Finance·2025-09-15 13:46Core Insights - Nebius Group NV (NASDAQ:NBIS) experienced a significant surge of 38.09% week-on-week following the announcement of an $18 billion cloud computing deal with Microsoft Corp [1][2] - The company secured a multi-year agreement to provide AI infrastructure from its new data center in Vineland, New Jersey [1][2] Financial Strategy - Nebius Group plans to finance the capital expenditure related to the Microsoft deal through a combination of cash flow generated from the contract and debt issuance [2] - The company may explore additional financing options to facilitate faster growth than initially anticipated, with plans to update the market on its financing strategy in the future [2] Business Performance - The core AI cloud business of Nebius is performing exceptionally well, catering to a diverse range of customers from AI startups to large enterprises [3] - The CEO of Nebius Group expressed optimism about securing long-term contracts with leading AI labs and major tech companies, indicating a strong growth trajectory [3][4] Future Outlook - The CEO highlighted that the economics of the Microsoft deal are attractive and will significantly contribute to accelerating the growth of the AI cloud business beyond 2026 [4]