First capacity auction results
Company: Nebius
The claim, verbatim
First-ever capacity auction for Blackwell-generation chips cleared 15% above any previously charged price
Source (primary)
Nebius Stock Analysis: The Margin Miracle With a $250 Billion Catch - TIKR.com (-, news_article)
View cached copy (2026-09-23)Live source ↗
Quote: “Nebius's first-ever capacity auction, which management said on the Q2 earnings call cleared 15% above any price the company had charged before for Blackwell-generation chips”
How we checked this
Checked on September 27, 2026. The cited source supports every part of this claim.
The article reports management saying on the Q2 call that the first-ever capacity auction cleared 15% above any prior Blackwell-generation price.
Confirmed in the source:
- Nebius held its first-ever capacity auction
- Management said the auction cleared 15% above any price previously charged for Blackwell-generation chips
What we did: Read our cached copy of the publisher (https://www.tikr.com/blog/nebius-stock-analysis-the-margin-miracle-with-a-250-billion-catch) in full (12,285 characters, retrieved September 23, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius Stock Analysis: The Margin Miracle With a $250 Billion Catch - TIKR.com
Quote: “Nebius's first-ever capacity auction, which management said on the Q2 earnings call cleared 15% above any price the company had charged before for Blackwell-generation chips”