Microsoft–Nebius $17.4B GPU deal
As of 2026-10-09, Microsoft–Nebius $17.4B GPU deal is announced and not yet completed, with a reported value of $17.4B, involving Microsoft, Nebius. This status may change; this page reflects the wafergraph deals dataset as of 2026-10-09. Microsoft signed a deal up to ~$17.4B with Nebius for dedicated GPU capacity (~100k GB300).
Deal record from the wafergraph deals corpus · every field traces to the sources listed below · page data as of 2026-10-09
- Type
- compute_deal
- Announced
- 2025-09-08
- Status
- announced
- Value
- $17.4B
- Parties
- Microsoft (buyer), Nebius Group (supplier)
- Source confidence
- medium
The companies involved
Microsoft
Designs Maia AI accelerators and Cobalt server CPUs for Azure. niche in Custom Silicon Designers, headquartered in United States, market cap $3.88T. 80 tracked suppliers, 12 tracked customers · supply-chain risk
Nebius Group
AI-focused GPU cloud spun out of Yandex; full-stack neocloud. challenger in GPU Clouds (Neoclouds), headquartered in Netherlands. 4 tracked suppliers, 1 tracked customers · supply-chain risk
Related deals
- Microsoft invests $1B in OpenAI — $1.0B · 2019-07-22
- Microsoft expands OpenAI investment (~$10B) — $10.0B · 2023-01-23
- Microsoft–CoreWeave GPU cloud deal — $10.0B · 2023-06-01
- Microsoft invests up to $5B in Anthropic — $5.0B · 2025-11-18
- OpenAI commits $250B to Azure — $250.0B · 2025-10-28
- Intel Foundry signs Microsoft (18A) · 2024-02-21
Sources
Frequently asked questions3
- How much was Microsoft–Nebius $17.4B GPU deal?
- Microsoft–Nebius $17.4B GPU deal was valued at $17.4B.
- When was Microsoft–Nebius $17.4B GPU deal announced?
- Microsoft–Nebius $17.4B GPU deal was announced on 2025-09-08 and is announced.
- Who were the parties in Microsoft–Nebius $17.4B GPU deal?
- Microsoft (buyer), Nebius (supplier).
Cite as: wafergraph, “Microsoft–Nebius $17.4B GPU deal”, https://wafergraph.com/deal/msft_nebius/ (data as of 2026-10-09).
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