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Holding back 2027 capacity for premium short-term pricing

Company: Nebius

Subject kind
facility capacity
Statement date
2026-09-22
Current status
stated

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:

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.”

View cached copy (2026-09-23)Live source ↗