~$40B committed backlog available to borrow against
Company: Nebius
The claim, verbatim
CFO Dado Alonso said Nebius has approximately $40 billion of committed backlog it can borrow against.
Source (primary)
Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. - The Motley Fool (-, news_article)
View cached copy (2026-10-06)Live source ↗Archive.org ↗
Quote: “"We currently have approximately $40 billion of committed backlog that we can borrow against," CFO Dado Alonso said on the company's second-quarter earnings call in August.”
How we checked this
Checked on October 13, 2026. The cited source supports every part of this claim.
The article quotes the CFO saying this on the second-quarter earnings call.
Confirmed in the source:
- CFO Dado Alonso said Nebius has approximately $40 billion of committed backlog it can borrow against
What we did: Read our cached copy of the publisher (https://www.fool.com/investing/2026/10/05/nebius-has-usd40-billion-of-customer-commitments-most-of-it-comes-from-2-customers/) in full (11,475 characters, retrieved October 6, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. - The Motley Fool
Quote: “"We currently have approximately $40 billion of committed backlog that we can borrow against," CFO Dado Alonso said on the company's second-quarter earnings call in August.”
confirms Nebius Has $40 Billion of Customer Commitments. Most of It Comes From 2 Customers. - Yahoo Finance
Quote: “"We currently have approximately $40 billion of committed backlog that we can borrow against," CFO Dado Alonso said on the company's second-quarter earnings call in August.”