Microsoft Forms Strategic Partnership with Nebius

In September 2025, Nebius Group unveiled a five-year strategic partnership with Microsoft, valued at $19.4 billion overall. According to the agreement, Microsoft will invest $17.4 billion in AI infrastructure services and offer an additional $2 billion in expansion options. The collaboration encompasses cloud computing services, AI model training platforms, and data center optimization solutions.

This deal represents Nebius’s first long-term contract with a leading technology enterprise, underscoring its competitive edge in high-performance computing and the AI infrastructure sector. Industry observers note that this alliance will not only facilitate Nebius’s expansion into enterprise markets but also enhance its global brand recognition within the AI industry.

NBIS Stock Soars: Investor Insights

Following the announcement, NBIS stock jumped roughly 18% over the week, reaching nearly $100 per share—a new record high. Analysts attribute this rally to sustained market optimism about long-term demand for AI infrastructure. Goldman Sachs has set a $120 price target for NBIS, projecting approximately 20% upside potential.

Nebius also intends to raise capital through public offerings and convertible bonds to finance its global data center expansion and technology R&D initiatives. Investors should focus on capital deployment efficiency and future financial performance.

AI Infrastructure Market Trend Analysis

The rapid rise of generative AI and large-scale model applications is fueling increased demand for high-performance computing (HPC) and specialized AI hardware. Gartner forecasts that by 2027, the global AI infrastructure market will surpass $500 billion. Nebius leverages expertise in GPU-accelerated computing, cloud AI platforms, and data optimization, enabling it to effectively compete with major cloud providers.

NBIS: Long-Term Growth Prospects

Investors should closely track Nebius’s upcoming strategic partnerships and expansion plans. With R&D and data centers established across Europe, North America, and Asia, the company is positioned to increase revenue streams through future AI infrastructure contracts. Nebius’s innovation capabilities and customer retention are also critical metrics for assessing NBIS’s long-term investment value.

In summary, NBIS stock stands to gain substantially from its partnership with Microsoft and is well placed for consistent growth in the global AI infrastructure market, making it a compelling investment for medium- and long-term portfolios.