Economics of large AI cloud contracts
Company: Nebius
The claim, verbatim
The large AI cloud contracts carry $20 million to $25 million of revenue per megawatt, a payback period under two years, and prepayments covering at least half of the related capex.
Source (primary)
Nebius Must Show Its Billion-Dollar AI Deals Can Outrun Losses And A Street Above Guidance - Finviz (-, news_article)
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Quote: “$20 million to $25 million of revenue per megawatt, a payback period under two years, and prepayments covering half or more of the related capex”
How we checked this
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Additional evidence
confirms Nebius Must Show Its Billion-Dollar AI Deals Can Outrun Losses And A Street Above Guidance - Finviz
Quote: “$20 million to $25 million of revenue per megawatt, a payback period under two years, and prepayments covering half or more of the related capex”