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
Checked on September 27, 2026. The cited source supports every part of this claim.
The article says management could sell all 2027 capacity at $20-25 million per megawatt on one to three year contracts but is holding some back for three to six month deals at $40-50 million per megawatt.
Confirmed in the source:
- Nebius is choosing to hold back some 2027 capacity for shorter three to six month deals
- Those short-term deals command $40 million to $50 million per megawatt
- Management said it could sell its entire 2027 capacity at $20 million to $25 million per megawatt on one to three year contracts
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: “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.”