According to @stocktalkweekly, Nebius Group N.V., ticker NBIS, signed a five-year agreement to supply Microsoft, ticker MSFT, with dedicated GPU infrastructure from its new Vineland, New Jersey data center, with services starting later this year and deployments in tranches across 2025-2026, for a total contract value of about 17.4 billion dollars through 2031, potentially rising to about 19.4 billion dollars if additional capacity is purchased, source: @stocktalkweekly. According to @stocktalkweekly, the agreement includes service level commitments, liquidated damages for late delivery, and termination rights under which Microsoft can cancel a GPU service after a grace period if delivery dates are missed and no alternative capacity is provided, and either party may terminate for cause or certain insolvency events, source: @stocktalkweekly. According to @stocktalkweekly, contractual obligations commence only after Nebius confirms it has secured any additional financing required for the related capital expenditures, source: @stocktalkweekly. According to @stocktalkweekly, Nebius plans to finance capex using cash flow from the contract and debt issuance secured against the agreement, with debt terms enhanced by Microsoft’s credit quality as counterparty, while evaluating additional financing options, source: @stocktalkweekly. According to @stocktalkweekly, Nebius stated the deal will accelerate the growth of its AI cloud business in 2026 and beyond and that its core AI cloud business is performing well, source: @stocktalkweekly. According to @stocktalkweekly, the source does not reference any cryptocurrency or blockchain components and no direct crypto market impact is disclosed, source: @stocktalkweekly.

According to @stocktalkweekly, Nebius and Uber expanded their autonomous ride-hailing partnership in Dallas with co-branded Uber/Avride vehicles, and Avride is ramping up autonomous vehicle testing in the city. Source: @stocktalkweekly, Sep 4, 2025. The post states Dallas will be the first city to host Avride and Uber’s public robotaxi service, placing $UBER and $NBIS in focus for updates on the Dallas rollout. Source: @stocktalkweekly, Sep 4, 2025. No specific launch timeline, financial terms, or regulatory details are provided in the post, and no cryptocurrency market angle is mentioned. Source: @stocktalkweekly, Sep 4, 2025.