Nebius Reveals $40B Customer Commitments from Microsoft and Meta

Key Facts

1Nebius has firm contracts with Microsoft and Meta totaling approximately $32 billion.

2Microsoft is committed to paying for its capacity regardless of whether it is actually used.

Nebius Group disclosed that it has secured $40 billion in total customer commitments, with the vast majority of these contracts originating from Microsoft and Meta. The Motley Fool reported that the company holds firm contracts with these two major clients totaling approximately $32 billion, including a commitment from Microsoft to pay for reserved capacity regardless of actual usage.

NBIS closed at $242.81 on October 2, 2026, while MSFT closed at $517.53 on the same date. In the broader technology sector, Meta closed at $728.08 on October 2, 2026, while GOOGL stood at $343.5 and AAPL at $333.69 at the end of that trading session.