Nebius and Microsoft: A Billion-Dollar Love Story (With GPUs)

Enter Nebius Group (NBIS), the Russian startup that’s somehow outmaneuvered Oracle in the GPU arms race. Let’s be real: if I told you a company named “Nebius” was about to disrupt the tech world, you’d assume it was a typo. But here we are. Last week, they announced a $17.4 billion, five-year deal with Microsoft. For context, Nebius was previously aiming for $1.1 billion in annual recurring revenue by December. The math here is so absurd it makes me question my own life choices. Like, did I just spend $50 on a cup of coffee? Why am I comparing my bank account to corporate contracts?







