Netherlands-based Nebius appears as a strong rival in the race for Artificial Intelligence infrastructure, with huge contracts that help fuel extensive expansion strategies. Nebius’ positioning between Europe and North America generates exceptional opportunities for seizing business demand in those markets. Latest trends appear to bring about a radical transformation in how tech leaders pursue partnerships for Artificial Intelligence infrastructure, going beyond data center operations.
Microsoft partnership fuels multi-billion-dollar infrastructure outlays
Nebius has secured a multi-billion-dollar contract with Microsoft for providing exclusive infrastructure for AI capability out of a newly-established data center in Vineland, New Jersey. This multi-year contract allows Nebius to pursue a much more aggressive growth strategy for its business in providing AI clouds in 2026 and beyond. This marks the beginning of a series of multi-year committed contracts for Nebius with key AI laboratories and technology leaders, among others.
The planned source of funding for capital outlays shall be a mixture of the Microsoft transaction-related cash flow and borrowings, using the Microsoft contract as a security feature. This favorable financing environment ensures quick expansion based on the creditworthiness associated with Microsoft. Nebius intends to capitalize on such a strong basis for growth and explore more financing opportunities for aggressive expansion in diverse geographical markets.
Vineland lab demonstrates cutting-edge capabilities with AI infrastructure
The construction in the 300-megawatt Vineland facility continues. This particular site has a planned completion date of summer 2025 for phase one. The complex covers 2.6 million square feet in a total of six server buildings. The buildings are 220,000 square feet each. This huge investment in infrastructure showcases Nebius’ commitment to offering a level of computing capability for AI purposes capable of processing even more complex machine learning tasks.
Meta’s commitment gives European market positioning a great boost
Also worthy of mention is a bilateral $3 billion infrastructure pact with Meta that secures Nebius’ position in this space. Taken together with the pact with Microsoft, such agreements have resulted in Nebius’ current stock market capitalization exceeding $25 billion for 2025. This particular pact and others similar to it are a major boon for Nebius because such agreements provide Nebius with revenue visibility and help Nebius pursue aggressive expansion in Europe and North America due to a demand-supply gap for AI infrastructure.
Nebius operates data centers in Britain, Iceland, Finland, and France. America remains its most prominent market measured in terms of revenue and installed capacities. Nebius also offers expert access to NVIDIA GPU power, along with internally developed software solutions for demanding machine learning compute tasks. This comprehensive offering ensures Nebius stands out among other data center service providers, aiming for optimized hardware and software performance for demanding artificial intelligence processing.
Netherlands headquarters aids in European expansion strategy
Nebius retains its headquarters in Amsterdam but expands rapidly in European countries. The firm has raised equity and other convertible debts amounting to $4.2 billion for investing in infrastructure. This massive investment allows for the fast development of data centers that would be optimized with the help of AI technology. This would be commensurate with increasing demand for machine learning technology within corporations.
Nebius’ full-stack infrastructure strategy encompasses a suite of in-house developed, custom-made software and hardware solutions for optimal performance of their AI-related workloads. Besides its focus on data center infrastructure-related business operations, Nebius operates other business segments such as Avride autonomous driving solutions and TripleTen learning platforms. This diversified lineup generates diversified revenue streams while keeping its major focus on expansion based on its AI infrastructure offerings.
Nebius’ collaborations with Microsoft and Meta place the firm at the cutting edge of expansion in AI infrastructure, with a target of 2.5 gigawatts of contracted power by 2026. The Netherlands-based firm’s full-stack strategy and geographical diversity give the company a competitive advantage when catering to enterprise-grade workloads for artificial intelligence in Europe and North America. This gives Nebius a strong foundation for future growth in a rapidly changing landscape of artificial intelligence.
