NEBIUS has recently announced a groundbreaking agreement with Microsoft, valued at up to $19.4 billion, to provide GPU infrastructure capacity to Microsoft's new data center in Vineland, New Jersey, USA. The comprehensive contract between the two companies is set to span until 2031, with a total value of $17.4 billion. However, if Microsoft decides to purchase additional services and/or capacity, the contract value could potentially reach $19.4 billion. This monumental deal is expected to have a significant impact on the AI infrastructure landscape, and it will be interesting to see how it unfolds in the coming years.