Microsofts 174B AI Deal Spurs 065 Rally as Stock Ranks Eighth in Market Activity by Volume

On September 8, 2025, , ranking eighth in market activity. The stock’s performance coincided with a major AI infrastructure agreement between Microsoft and Nebius Group. The deal, , grants Microsoft access to GPU capacity from Nebius’ New Jersey data center, . Nebius highlighted the contract’s potential to accelerate its AI cloud business through 2026 and beyond, citing the surging demand for high-performance computing in AI development.

Microsoft’s reliance on third-party infrastructure reflects broader industry pressures to scale AI capabilities. The agreement positions the tech giant to secure dedicated GPU resources as demand for cloud-based AI workloads intensifies. Nebius, which rebranded from Yandex NV, emphasized its role in providing computing, storage, and managed services for AI model development, leveraging in-house hardware and cloud architecture. The deal also underscores Microsoft’s strategic diversification of AI infrastructure suppliers, following similar partnerships with CoreWeave and other providers.

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