Microsoft (Azure)

we've signed a new definitive agreement that builds on our foundation, strengthens our partnership, and sets the stage for long-term success for both organizations. ... OpenAI has contracted to purchase an incremental $250B of Azure services, and Microsoft will no longer have a right of first refusal to be OpenAI's compute provider.

Nebius has amended its agreement with Microsoft to add 1.2 GW of additional capacity in the United States. ... Under the amended agreement, Microsoft will prepay an aggregate of $2.2 billion for the additional capacity.

On September 8, 2025, Nebius, Inc., a wholly owned subsidiary of the Company, entered into a commercial agreement (the "Agreement") with Microsoft, pursuant to which Nebius Inc. will provide Microsoft access to dedicated GPU infrastructure capacity in clusters (each, a "GPU Service") at its new data center in Vineland, New Jersey over a five-year term. ... Microsoft has committed to pay the Company fees under the Agreement estimated to be up to $17.4 billion through 2031.

Extension: Microsoft may acquire additional services and/or capacity under the Agreement.

The total contract value is approximately $9.7 billion through 2031, with 20% of the contract value for each tranche to be paid prior to the applicable delivery date and credited against the service fees due and payable after the 24 th calendar month of the applicable GPU Service term on a pro rata basis. ... The GPU Services will comprise NVIDIA GB300 GPUs and will be installed across four data center facilities at Childress known as “Horizon 1,” “Horizon 2,” “Horizon 3,” and “Horizon 4”, representing a combined IT load of approximately 200MW.

"Fifth Amendment Albatross Contract" shall mean that certain CoreWeave Reserved Compute Instance Order Form 7 dated August 6, 2025 by and between CoreWeave, Inc. and Microsoft Corporation, as amended in accordance with this Agreement.

On September 8, 2025, Nebius, Inc. (the "Company"), a wholly owned subsidiary of Nebius Group N.V. ("Nebius Group"), entered into a commercial agreement (the "Agreement") with Microsoft, pursuant to which the Company will provide Microsoft access to dedicated GPU infrastructure capacity in tranches (each, a "GPU Service") at its new data center in Vineland, New Jersey (the "Data Center") over a five-year term. ... Subject to the satisfaction of the deployment and availability of the GPU Services, the total contract value is about $17.4 billion through 2031. Microsoft may also acquire additional services and/or capacity under the Agreement, which would increase the total contract value to about $19.4 billion.