Nebius Secures $3 Billion, Fuels AI Infrastructure Boom
September 11, 2025, 3:35 am
Nebius, a Dutch AI cloud provider, seeks $3 billion. Funds will fuel massive infrastructure expansion. This follows a monumental $17.4 billion deal with Microsoft, potentially rising to $19.4 billion. Nebius provides crucial GPU compute capacity. A new Vineland, NJ data center is planned. Financing includes $2 billion in convertible bonds and $1 billion in new shares. The Yandex spin-off capitalizes on soaring global AI demand. Its Nasdaq shares reflect explosive market confidence. This positions Nebius as a key player in the AI revolution.
Nebius, a Dutch AI cloud provider, is raising $3 billion. The capital infusion targets aggressive expansion. It aims to supercharge its artificial intelligence infrastructure. This follows a landmark deal with Microsoft. That partnership is valued at $17.4 billion. It could swell to $19.4 billion. Nebius is now a pivotal player in the booming AI compute market.
The financing package is structured in two parts. Nebius seeks $2 billion through convertible bonds. An additional $1 billion comes from new Class A shares. The company stated the funds will acquire extensive computing power. They will also secure vital hardware. Expansion includes new data centers. New Jersey will host one key facility.
Microsoft’s commitment to Nebius is significant. The tech giant will be its largest client. Nebius will dedicate resources from a new Vineland, New Jersey data center. This capacity will be available later this year. The five-year agreement primarily supplies GPU infrastructure. Microsoft can also purchase additional services. This flexibility drives the deal’s potential higher value.
This partnership marks a strategic pivot for Nebius. The company spun off from Russian internet firm Yandex last year. Its initial focus was AI infrastructure for startups. Now, it serves a hyperscale client. This shift underscores its rapid ascent. It also highlights the intense demand for AI capabilities.
The global tech landscape demands more AI compute power. Companies are racing to develop advanced AI models. Generative AI drives much of this urgency. Microsoft aggressively invests in data center capacity. It supports its own AI products. It also provides compute to partners like OpenAI. Nebius now joins a select group. It supplies this critical infrastructure.
Other industry players feel the surge. Oracle Corp. recently saw its shares jump. Strong cloud business forecasts fueled the rise. Demand from AI clients, including OpenAI, contributed. Coreweave Inc. also secured deals to provide additional capacity. The AI infrastructure market is experiencing unprecedented growth.
Nebius reported $117.5 million in sales last year. The Microsoft deal dwarfs that figure. It ensures a stable revenue stream for years. The $2 billion in convertible bonds mature in two tranches. Some mature in 2030. The remainder mature in 2032. Debt for the Microsoft contract is secured. This structure provides financial stability.
Market reaction has been swift. Nebius shares soared 49% last Tuesday. They hit a new all-time high on the Nasdaq. Year-to-date in 2025, shares are up 245%. Investors recognize Nebius’s strategic importance. The stock briefly dipped 5.6% in pre-market trading Wednesday. This small correction followed massive gains.
Goldman Sachs leads the financing efforts. Morgan Stanley, BofA Securities, and Citigroup serve as bookrunners. These top-tier financial institutions validate Nebius’s potential. Their involvement boosts investor confidence. It ensures broad market access for the share offering.
Nebius’s expansion plans are comprehensive. They include acquiring more computational capacity. New hardware purchases are essential. The company also targets land acquisition. Reliable energy suppliers are a key criterion. This ensures robust and sustainable data center operations. Expanding its network of data centers is paramount.
The demand for AI infrastructure continues to accelerate. Computing power forms the backbone of modern AI. GPUs are particularly crucial for AI training. Nebius positions itself as a critical enabler. It provides the foundational technology. This allows AI development to thrive.
The Dutch firm’s journey is remarkable. From a Yandex spin-off to a major Microsoft partner. It exemplifies the dynamism of the AI industry. Its focus on specialized AI cloud services proved prescient. It built expertise in a niche. Now, that niche is mainstream.
Nebius’s growth trajectory seems robust. The $3 billion funding strengthens its position. The Microsoft partnership provides long-term stability. The company is poised for continued expansion. It plays a significant role in the global AI race. Its infrastructure underpins the next wave of technological innovation. This is a story of strategic vision meeting explosive market demand.
Nebius, a Dutch AI cloud provider, is raising $3 billion. The capital infusion targets aggressive expansion. It aims to supercharge its artificial intelligence infrastructure. This follows a landmark deal with Microsoft. That partnership is valued at $17.4 billion. It could swell to $19.4 billion. Nebius is now a pivotal player in the booming AI compute market.
The financing package is structured in two parts. Nebius seeks $2 billion through convertible bonds. An additional $1 billion comes from new Class A shares. The company stated the funds will acquire extensive computing power. They will also secure vital hardware. Expansion includes new data centers. New Jersey will host one key facility.
Microsoft’s commitment to Nebius is significant. The tech giant will be its largest client. Nebius will dedicate resources from a new Vineland, New Jersey data center. This capacity will be available later this year. The five-year agreement primarily supplies GPU infrastructure. Microsoft can also purchase additional services. This flexibility drives the deal’s potential higher value.
This partnership marks a strategic pivot for Nebius. The company spun off from Russian internet firm Yandex last year. Its initial focus was AI infrastructure for startups. Now, it serves a hyperscale client. This shift underscores its rapid ascent. It also highlights the intense demand for AI capabilities.
The global tech landscape demands more AI compute power. Companies are racing to develop advanced AI models. Generative AI drives much of this urgency. Microsoft aggressively invests in data center capacity. It supports its own AI products. It also provides compute to partners like OpenAI. Nebius now joins a select group. It supplies this critical infrastructure.
Other industry players feel the surge. Oracle Corp. recently saw its shares jump. Strong cloud business forecasts fueled the rise. Demand from AI clients, including OpenAI, contributed. Coreweave Inc. also secured deals to provide additional capacity. The AI infrastructure market is experiencing unprecedented growth.
Nebius reported $117.5 million in sales last year. The Microsoft deal dwarfs that figure. It ensures a stable revenue stream for years. The $2 billion in convertible bonds mature in two tranches. Some mature in 2030. The remainder mature in 2032. Debt for the Microsoft contract is secured. This structure provides financial stability.
Market reaction has been swift. Nebius shares soared 49% last Tuesday. They hit a new all-time high on the Nasdaq. Year-to-date in 2025, shares are up 245%. Investors recognize Nebius’s strategic importance. The stock briefly dipped 5.6% in pre-market trading Wednesday. This small correction followed massive gains.
Goldman Sachs leads the financing efforts. Morgan Stanley, BofA Securities, and Citigroup serve as bookrunners. These top-tier financial institutions validate Nebius’s potential. Their involvement boosts investor confidence. It ensures broad market access for the share offering.
Nebius’s expansion plans are comprehensive. They include acquiring more computational capacity. New hardware purchases are essential. The company also targets land acquisition. Reliable energy suppliers are a key criterion. This ensures robust and sustainable data center operations. Expanding its network of data centers is paramount.
The demand for AI infrastructure continues to accelerate. Computing power forms the backbone of modern AI. GPUs are particularly crucial for AI training. Nebius positions itself as a critical enabler. It provides the foundational technology. This allows AI development to thrive.
The Dutch firm’s journey is remarkable. From a Yandex spin-off to a major Microsoft partner. It exemplifies the dynamism of the AI industry. Its focus on specialized AI cloud services proved prescient. It built expertise in a niche. Now, that niche is mainstream.
Nebius’s growth trajectory seems robust. The $3 billion funding strengthens its position. The Microsoft partnership provides long-term stability. The company is poised for continued expansion. It plays a significant role in the global AI race. Its infrastructure underpins the next wave of technological innovation. This is a story of strategic vision meeting explosive market demand.