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Nebius Expands AI Data-Center Push With 5 GW Capacity Target
finance2 hours ago

Nebius Expands AI Data-Center Push With 5 GW Capacity Target

Nebius NBIS has been steadily lifting its contracted-power guidance for 2026, moving from 3 GW to 4 GW and now aiming for 5 GW as it adds data centers across North America and Europe. The surge comes with big deals, including Meta’s cloud-compute arrangement that could deliver roughly $5 billion in annual recurring revenue once online, potentially lifting Nebius toward about $9 billion in ARR by year-end. Q2 revenue rose to $582.3 million, up 454% year over year, and the company is financing buildouts through prepayments and debt (notably $4 billion in private convertible notes) while remaining cash-flow negative and reliant on contract momentum to convert revenue in the coming years.

via Currently.com|
#contracted-power#finance#gigawatts
Burry Bets Bearish on Nebius, Reveals Large NBIS Short
business3 days ago

Burry Bets Bearish on Nebius, Reveals Large NBIS Short

Prominent investor Michael Burry disclosed a sizable short against Nebius Group NV (NBIS) at $212 per share on Aug. 7, citing execution risks, long-term lease commitments, and questions about customer demand durability; Nebius has been expanding its AI cloud operations, reporting Q1 revenue of $399 million and an annualized run-rate around $1.92 billion with about 45% EBITDA margin, but the size of Burry's bet relative to his portfolio was not disclosed as NBIS stock has shown volatility amid the sector's rapid growth in AI infrastructure.

via Yahoo Finance|
#ai-cloud-infrastructure#business#michael-burry
Iren stock climbs 9% as Nvidia backs Nebius, fueling AI infra optimism
business5 months ago

Iren stock climbs 9% as Nvidia backs Nebius, fueling AI infra optimism

Iren Limited rose about 9% after Nvidia-backed Nebius (NBIS) agreed to a $2 billion investment, boosting confidence in neo-cloud AI infrastructure. Nvidia’s deal supports Nebius and comes as Iren plans to buy up to 50,000 Nvidia GPUs to reach roughly 150,000 GPUs overall. Analysts see potential upside (about 93%) with a Moderate Buy consensus and a $79.78 target, though cash‑flow concerns from heavy AI infrastructure spending remain a caveat.

via TipRanks|
#ai#business#iren
Nebius NBIS Pops on Q4, Yet Crowd Wisdom Keeps Caution
market-news6 months ago

Nebius NBIS Pops on Q4, Yet Crowd Wisdom Keeps Caution

Nebius Group's NBIS stock jumped about 9% after a Q4 that showed revenue near $227.7M (missed estimates) and wider losses as it expanded data-center capacity. Management said AI demand remains strong and outlined a plan to reach 0.8–1 gigawatt of connected capacity by 2026, with ARR around $1.25B and a positive adjusted EBITDA, but elevated costs keep profitability distant. TipRanks Crowd Wisdom, however, shows retail investors cautious despite a Street Strong Buy consensus with an average target of about $150.83 (~68% upside).

via TipRanks|
#ai-infrastructure#crowd-wisdom#market-news