Nebius New Jersey site: 140 MW may slip into 2027
Company: Nebius
The claim, verbatim
According to Aterio data analyst Daud Shiraz, roughly 140 MW of planned capacity at the New Jersey project developed by DataOne for Nebius could slip into 2027 because of generator permitting difficulties and further approval delays after a switch to fuel cells.
Source (primary)
Microsoft's $5B AI Capex Gap: Satellite Images Point to Delays at IREN, Nebius Sites - BigGo Finance (-, news_article)
View cached copy (2026-11-05)Live source ↗
Quote: “roughly 140 megawatts of that project's planned capacity could slip into 2027 after difficulties securing permits for its original generators and further approval delays following a switch to fuel cells”
How we checked this
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Additional evidence
confirms Microsoft's $5B AI Capex Gap: Satellite Images Point to Delays at IREN, Nebius Sites - BigGo Finance
Quote: “roughly 140 megawatts of that project's planned capacity could slip into 2027 after difficulties securing permits for its original generators and further approval delays following a switch to fuel cells”