Customer prepayments funding capex
Company: Nebius
The claim, verbatim
70% of Nebius's Q2 deals included customer prepayments. Those prepayments cover about 50% to 60% of the capital expenditure for the infrastructure behind the deals.
Source (primary)
NBIS Stock Surges After Nebius Q2 Revenue Soars 454% — CEO Says Demand For AI Capacity ‘Continues To Grow Exponentially’ - Stocktwits (-, news_article)
View cached copy (2026-10-09)Live source ↗Archive.org ↗
Quote: “70% of these included prepayments, covering about 50% to 60% of the capital expenditure associated with the infrastructure powering those deals”
How we checked this
Checked on October 14, 2026. The cited source supports every part of this claim.
The article says 70% of the quarter's deals included prepayments. It says those prepayments cover roughly 50-60% of the related infrastructure capital expenditure.
Confirmed in the source:
- 70% of Nebius's deals struck during Q2 included prepayments
- The prepayments cover about 50% to 60% of the capital expenditure for the infrastructure powering those deals
What we did: Read our cached copy of the publisher (https://stocktwits.com/news-articles/markets/equity/nbis-stock-soars-nebius-454-revenue-surge-q2-ceo-ai-demand-exponentially/cZo82AdRJgu) in full (5,814 characters, retrieved October 9, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms NBIS Stock Surges After Nebius Q2 Revenue Soars 454% — CEO Says Demand For AI Capacity ‘Continues To Grow Exponentially’ - Stocktwits
Quote: “70% of these included prepayments, covering about 50% to 60% of the capital expenditure associated with the infrastructure powering those deals”