Nebius's Microsoft Contract Seen as Proof of Leadership in Neocloud -- Market Talk

Dow Jones

09/09

1853 ET - Nebius's $17.4 billion contract with Microsoft is further evidence that the company is the leading neocloud player, D.A. Davidson analyst Alex Platt says in a note. Nebius is beating out leading hyperscalers for its sovereign contracts, and this contract well eclipses CoreWeave's current agreement with Microsoft, Platt says. The contract should set the stage for Nebius to ink deals with more high-profile customers including other hyperscalers and frontier artificial-intelligence labs as it continues to build out its data-center capacity, Platt says. Shares rise 39%, to $88.91, in after-hours trading. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

September 08, 2025 18:53 ET (22:53 GMT)

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Davidson analyst Alex Platt says in a note. Nebius is beating out leading hyperscalers for its sovereign contracts, and this contract well eclipses <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>'s current agreement with Microsoft, Platt says. The contract should set the stage for Nebius to ink deals with more high-profile customers including other hyperscalers and frontier artificial-intelligence labs as it continues to build out its data-center capacity, Platt says. Shares rise 39%, to $88.91, in after-hours trading. (kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 08, 2025 18:53 ET (22:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nebius's Microsoft Contract Seen as Proof of Leadership in Neocloud -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNebius's Microsoft Contract Seen as Proof of Leadership in Neocloud -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-09-09 06:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  1853 ET - <a href=\"https://laohu8.com/S/NBIS\">Nebius</a>'s $17.4 billion contract with Microsoft is further evidence that the company is the leading neocloud player, D.A. Davidson analyst Alex Platt says in a note. Nebius is beating out leading hyperscalers for its sovereign contracts, and this contract well eclipses <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>'s current agreement with Microsoft, Platt says. The contract should set the stage for Nebius to ink deals with more high-profile customers including other hyperscalers and frontier artificial-intelligence labs as it continues to build out its data-center capacity, Platt says. Shares rise 39%, to $88.91, in after-hours trading. (kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 08, 2025 18:53 ET (22:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PACI.U","symbol_name":"PROOF Acquisition Corp I","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2566658971","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2566658971","pubTimestamp":1757371980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1853 ET - Nebius's $17.4 billion contract with Microsoft is further evidence that the company is the leading neocloud player, D.A. Davidson analyst Alex Platt says in a note. Nebius is beating out leading hyperscalers for its sovereign contracts, and this contract well eclipses CoreWeave's current agreement with Microsoft, Platt says. The contract should set the stage for Nebius to ink deals with more high-profile customers including other hyperscalers and frontier artificial-intelligence labs as it continues to build out its data-center capacity, Platt says. Shares rise 39%, to $88.91, in after-hours trading. 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Davidson analyst Alex Platt says in a note. Nebius is beating out leading hyperscalers for its sovereign contracts, and this contract well eclipses CoreWeave's current agreement with Microsoft, Platt says. The contract should set the stage for Nebius to ink deals with more high-profile customers including other hyperscalers and frontier artificial-intelligence labs as it continues to build out its data-center capacity, Platt says. Shares rise 39%, to $88.91, in after-hours trading. (kelly.cloonan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 08, 2025 18:53 ET (22:53 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}