jain.com

Blackwell capacity auction pricing

Company: Nebius

Subject kind
product
Statement date
2026-09-09
Current status
stated

The claim, verbatim

First Blackwell capacity auction cleared 15% above prior highest price; short-duration contracts at $40M-$50M per MW vs $20M-$25M for mid-term contracts

Source (primary)

Should You Grab Nebius In Anticipation of Full Capacity Pricing? - Yahoo Finance (-, news_article)
View cached copy (2026-09-10)Live source ↗Archive.org ↗

Quote: “Its first Blackwell capacity auction cleared 15% above the highest price the company had ever charged, and short-duration contracts are being negotiated at $40 million to $50 million per megawatt versus $20 million to $25 million on mid-term deals”

How we checked this

Checked on October 11, 2026. The cited source supports every part of this claim.

The article states the 15% auction premium and both per-megawatt price ranges as the claim describes.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/grab-nebius-anticipation-full-capacity-143330716.html) in full (14,091 characters, retrieved September 10, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Should You Grab Nebius In Anticipation of Full Capacity Pricing? - Yahoo Finance

Quote: “Its first Blackwell capacity auction cleared 15% above the highest price the company had ever charged, and short-duration contracts are being negotiated at $40 million to $50 million per megawatt versus $20 million to $25 million on mid-term deals”

View cached copy (2026-09-10)Live source ↗Archive.org ↗

confirms Pure-Play AI Cloud vs. Energy-Driven Infrastructure: Nebius Scale Meets IREN Limited’s Efficiency - Yahoo Finance

Quote: “first capacity auction cleared at a price 15% above its prior high for Blackwell”

View cached copy (2026-09-10)Live source ↗Archive.org ↗

confirms Should You Grab Nebius In Anticipation of Full Capacity Pricing? - 247wallst.com

Quote: “Its first Blackwell capacity auction cleared 15% above the highest price the company had ever charged, and short-duration contracts are being negotiated at $40 million to $50 million per megawatt versus $20 million to $25 million on mid-term deals.”

View cached copy (2026-09-10)Live source ↗Archive.org ↗

confirms Should You Grab Nebius In Anticipation of Full Capacity Pricing? - 24/7 Wall St.

Quote: “Its first Blackwell capacity auction cleared 15% above the highest price the company had ever charged, and short-duration contracts are being negotiated at $40 million to $50 million per megawatt versus $20 million to $25 million on mid-term deals”

View cached copy (2026-09-11)Live source ↗Archive.org ↗