Neoclouds & AI factories · deal
Microsoft / Nebius
Deals
| Date | Deal | Status · grade |
|---|---|---|
| 8 Sept | Microsoft → NebiusNeoclouds & AI factories · GPU capacity contract | AnnouncedCONFIRMED |
Source: Compute Terminal deals register. Grades: Confirmed = company release or two independent sources; Reported = single source. Talks and rumours are never counted in totals.
Deals in the register by sector, last 30 days
Source: Compute Terminal AnalysisMethodology v1.0-rcUpdated 11 Nov 2026, 12:21 UTC
| Sector | Entries | M&A | Listings | Financings, leases, contracts | Talks |
|---|---|---|---|---|---|
| Datacentres, land & REITs | 7 | 5 | 1 | 0 | 1 |
| Semiconductors & optics | 5 | 3 | 0 | 0 | 2 |
| Cooling & thermal | 3 | 3 | 0 | 0 | 0 |
| Electrical equipment | 2 | 2 | 0 | 0 | 0 |
| EPC & construction | 2 | 2 | 0 | 0 | 0 |
| Neoclouds & AI factories | 2 | 1 | 0 | 1 | 0 |
| Power generation | 1 | 1 | 0 | 0 | 0 |
Other entries in Neoclouds & AI factories
Source: Compute Terminal deals register; counts calculated over the entries in the 30-day window, talks included.
Questions
What is the Microsoft and Nebius deal?
GPU capacity contract. Status in the register: Announced, 8 Sep 2025 (sector Neoclouds & AI factories; Neoclouds & AI factories).
How much is the deal worth?
This entry is older than the 30-day window, so its value and terms are in the Plus deals archive, with full terms, metrics and sources.
How reliable is this entry?
It is graded Confirmed: a company release, or two independent sources.
Where can I see other deals in Neoclouds & AI factories?
The Capital Markets page lists every deal, stake, campus purchase, IPO and financing in the register; 2 entries are in Neoclouds & AI factories in the current 30-day window.
Updated 6 Nov 2026. Source: Compute Terminal deals register; every entry carries its own source links, shown with the full terms. Methodology: how to read the register. Not investment advice.
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