Capacity Auction Pricing Premium

Company: Nebius

Subject kind: product
Statement date: 2026-08-12
Promised amount: 15.0 percent
Current status: stated

The claim, verbatim

First capacity auction cleared at price 15% higher than any previously charged rate for Blackwell generation

Source (primary)

Nebius (NBIS) Q2 2026 Earnings Call Transcript - The Motley Fool (-, news_article)
View cached copy (2026-08-31)Live source ↗Archive.org ↗

Quote: “The company's first capacity auction for midterm contracts cleared at a price 15% higher than any previously charged rate and 20% higher than the current pipeline for Blackwell chips.”

How we checked this

This claim has not yet been checked assertion-by-assertion against its source. It carries a cited source and quote, but the deeper check has not run. When it does, the result appears here whatever it says.

Additional evidence

confirms Nebius (NBIS) Q2 2026 Earnings Call Transcript - The Motley Fool

Quote: “The company's first capacity auction for midterm contracts cleared at a price 15% higher than any previously charged rate and 20% higher than the current pipeline for Blackwell chips.”

View cached copy (2026-08-31)Live source ↗Archive.org ↗

Record of changes

August 31, 2026 — statedlater found incorrect

Automated extraction from the cited source. ~~Recorded automatically from the cited source when it was published, then queued for evidence review.~~

September 1, 2026 — withdrawnlater found incorrect

Evidence review against the cited source. The source specifies that 15% is higher than any previously charged rate (without generation qualifier), while 20% is higher than the Blackwell pipeline specifically; the claim incorrectly attributes the 15% comparison to Blackwell generation.

September 2, 2026 — stated

Correction after re-verification. Re-verification found the cited source does support this claim. The earlier withdrawal was made in error and has been reversed. The attributed quote appears verbatim in the cited source (deterministic check).