Daniel @danielisdizzy · 02 Sep 2026
$NBIS could exit 2029 with a $100B ARR. Nebius expects to end 2026 with at least 5 GW of contracted power, and Chief Infrastructure and Product Officer Andrey Korolenko said “almost all” of it should come online within 3–3.5 years. ~80% of that capacity is expected to go toward https://t.co/VAuwr43XUT
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