Nebius Plans $40–45 Billion Capex as Delays Hit Microsoft Deal
Nebius grew revenue 571% to $980.8 million but cut 2026 guidance and pledged $40–45 billion for 2027 capex as Microsoft site delays test the neocloud model.
Topic
Nebius
Topic
Nebius
Nebius Bets $40 Billion on 2027 While Microsoft Deal Slips
Nebius plans $40 billion in 2027 spending, financed largely by customer prepayments — even as its $19.4 billion Microsoft contrac…
Nebius Books $980.8M Quarter as Customer Commitments Top $12 Billion
Nebius reported Q3 2026 revenue of $980.8 million, up 571% year over year, with over $12 billion in new customer commitments and…
Nebius Lands $3.5 Billion Citi Facility for AI Buildout
Nebius Group secured a $3.5 billion, 364-day Citi facility for data centers and GPUs, with initial pricing at Term SOFR plus 2.75…
Nebius Jumps 4% on Leaked GPU Price Hikes, Tight AI Supply
Nebius shares rose 4% on leaked plans to raise GPU and CPU prices from Oct. 1, with Palantir partnership and 454% Q2 revenue grow…
Nebius Margin Surge Meets a $200 Billion Financing Gap
Nebius's EBITDA margin hit 44.38% in Q2 2026 on GPU scarcity pricing, yet NBIS trades at 9.34x NTM revenue — the market is weighi…