2027 AI cloud capacity sales potential
Company: Nebius
The claim, verbatim
CEO Arkady Volozh stated that Nebius could sell its entire 2027 AI cloud capacity on current contract terms including 50-60% customer prepayment of related capital spending
Source (primary)
Michael Burry's Nebius Short Is Underwater After a 454% Revenue Quarter - Yahoo Finance (-, news_article)
View cached copy (2026-08-31)Live source ↗
Quote: “We could sell our entire 2027 capacity on these terms today”
How we checked this
Checked on September 19, 2026. The cited source supports every part of this claim.
Volozh's quoted statement about selling 2027 capacity 'on these terms,' the 50-60% prepayment terms, and the AI cloud nature of the business are all in the document.
Confirmed in the source:
- Nebius founder and CEO Arkady Volozh wrote that the company could sell its entire 2027 capacity on current terms
- The deal terms included customer prepayments covering 50% to 60% of related capital spending on about 70% of deals closed in the quarter
- Nebius' business is an AI cloud business
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/michael-burrys-nebius-short-underwater-024300139.html) in full (12,135 characters, retrieved August 31, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Michael Burry's Nebius Short Is Underwater After a 454% Revenue Quarter - Yahoo Finance
Quote: “We could sell our entire 2027 capacity on these terms today”