Holding back 2027 capacity for premium short-term pricing
Company: Nebius
The claim, verbatim
Holding back 2027 capacity for shorter three to six month deals at $40 million to $50 million per megawatt, rather than selling all capacity at $20 million to $25 million per megawatt for one to three year contracts
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: “Management said it could sell its entire 2027 capacity today on those terms, but is choosing to hold some back for shorter, three to six month deals commanding $40 million to $50 million per megawatt.”
How we checked this
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Additional evidence
confirms Nebius Stock Analysis: The Margin Miracle With a $250 Billion Catch - TIKR.com
Quote: “Management said it could sell its entire 2027 capacity today on those terms, but is choosing to hold some back for shorter, three to six month deals commanding $40 million to $50 million per megawatt.”