Capacity auction above best Blackwell price
Company: Nebius
The claim, verbatim
Volozh cited a capacity auction that cleared 15% above Nebius's best Blackwell price.
Source (primary)
Michael Burry Is Shorting Nebius. SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year. - 24/7 Wall St. (-, news_article)
View cached copy (2026-10-22)Live source ↗Archive.org ↗
Quote: “an auction that cleared 15% above its best Blackwell price”
How we checked this
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Additional evidence
confirms Michael Burry Is Shorting Nebius. SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year. - 24/7 Wall St.
Quote: “an auction that cleared 15% above its best Blackwell price”