<div id="readability-page-1"><div> <figure><img height="488" src="https://imageproxy.pbkrs.com/https://www.traderslog.com/wp-content/uploads/2025/09/NBIS_2025-09-10_14-08-19-1024x488.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1024" original-src="https://imageproxy.pbkrs.com/https://www.traderslog.com/wp-content/uploads/2025/09/NBIS_2025-09-10_14-08-19-1024x488.png"/></figure> <p>Nebius Group N.V. (NASDAQ: NBIS) surged this week after announcing a $17.4 billion, five-year deal with Microsoft (NASDAQ: MSFT) to provide GPU-based AI infrastructure. The contract could expand to $19.4 billion, depending on future capacity requirements.</p> <p>Under the agreement, Nebius will supply dedicated GPU resources from a new data center in Vineland, New Jersey, with services set to begin later this year. Originally the international arm of Russia’s Yandex, Nebius has been restructured and is now headquartered in Amsterdam.</p> <h2>Market Reaction</h2> <p>Shares of Nebius skyrocketed by 47% to 55%, reaching an intraday high near $99.20. The move added an estimated $7.7 billion to its market value, reflecting strong investor enthusiasm for its AI-cloud expansion.</p> <p>Microsoft stock remained stable, trading around $498, underscoring the relative scale difference between the two companies.</p> <h2>Strategic Significance</h2> <p>Nebius’s agreement with Microsoft secures a long-term partnership with a major technology leader, providing a strong revenue stream to finance its U.S. data center expansion while positioning the company as a key player in the fast-growing AI infrastructure market, where demand for GPU-powered capacity is accelerating and competitors such as CoreWeave and Cipher Mining are also racing to scale.</p> <h2>Analyst Outlook</h2> <p>Analysts maintain a bullish stance, citing Nebius’s strengthened position in the AI supply chain. Some price targets suggest room for further upside, though high valuations raise questions about sustainability if execution falters.</p> <h2>Conclusion</h2> <p>The Microsoft deal marks a turning point for Nebius, positioning it as a significant global AI infrastructure provider. Execution of its New Jersey data center and ability to scale efficiently will determine whether the stock’s sharp rally can translate into lasting growth.</p>  </div></div>

NBIS

MSFU

MSFX

DTCR

NBIL

NEBX

MSFO

MSFL

NBIG

<p>Nebius Group N.V. (NASDAQ: NBIS) shares surged 47% after announcing a $17.4 billion deal with Microsoft (NASDAQ: MSFT) for GPU-based AI infrastructure, potentially expanding to $19.4 billion. The agreement includes dedicated GPU resources from a new data center in New Jersey. This partnership positions Nebius as a key player in the AI infrastructure market, attracting strong investor interest and adding $7.7 billion to its market value. Analysts remain bullish, noting the potential for further growth, though concerns about high valuations persist.</p>

traderslog

Nebius

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Global X Data Center & Dgtl Infrs ETF

GraniteShares 2x Long NBIS Daily ETF

Tradr 2X Long NBIS Daily ETF

YieldMax MSFT Option Income Strategy ETF

GraniteShares 2x Long MSFT Daily ETF

Leverage Shares 2X Long NBIS Daily ETF

Microsoft

Nebius Group Soars After $17.4 Billion Microsoft AI Deal