HUGE $NBIS news today, showcasing why they're the premier neocloud: -> Nebius announces a new business model that lets infrastructure partners deploy Nebius’s AI cloud platform in their own AI data centers. This is so f*cking good. Simply: - Nebius will let partners (e.g. DC developers, infra funds, sovereign AI projects) build + pay for data centres. - Then pair that partner capacity with Nebius's systems, software stackm and customer book. - Meaning that Nebius can expand their capacity "pool" even faster. - With no capex or financing risks like debt/dilution. Also, for Nebius: they get a very high margin rev stream w/ minimal financing requirements. Since the partners will fund all the expensive stuff like the actual building / power / GPUs. And then Nebius supplies genuinely scarce stuff like systems architecture / $NVDA supply chain access / software stack. And ofc, the GTM strategy w/ access to Nebius's customers. Meaning that Nebius would sell a partner's DC capacity via their own in-house Nebius sales org. With identical service levels to their owned sites. Then, Nebius takes a revenue cut / licensing fees / commissions / committed capacity deals. Unbelievable from Nebius lol. Nebius sells out capacity every quarter and sits on ~$46B of contracted backlog (mainly $MSFT and $META). So their main constraint is nothing to do with customers or tech. Rather, their limiting factor has been capital + energized power where every GW costs upwards of billions of dollars. But...this announcement removes the capital constraints to crazy high expansion.

$NBIS today announced public live spot pricing for GPU compute, giving teams greater visibility and control over their compute costs. Alongside live preemptible spot pricing, reserve auctions offer defined capacity blocks for short-term compute needs, while pay-as-you-go enables access to compute on demand without a fixed-term reservation. Nebius is also piloting a capacity-rebate program that enables customers to recover value by releasing idle GPUs back into the spot capacity pool. The company is bringing AI compute online across a European capacity footprint that currently spans Finland, France, the UK, Spain, Estonia and Iceland, with a pipeline of potential future deployments under evaluation.

AI Creator Day is tomorrow. Are you going? The inaugural AI Creator Day has kept gaining momentum with new speakers added right up to the final days. With the lineup now set, some exciting last-minute additions could make this one of the most impactful summits of 2026. David Bianchi (@davidbianchi), whose work RZR was recently nominated for an Emmy, is joining Fairground Founder & CEO Colin Petrie-Norris (@cpetrien) and Pocket Watch CEO Chris M. Williams (@chrismwil) on the panel "From AI Tools to Audience Hits: Building What's Next," moderated by Sharon Waxman (@sharonwaxman). AI Creators and Filmmakers are already earning millions of followers and hundreds of millions of views on social media. Colin is excited to dig into what comes next: how that work makes its way from digital platforms to the biggest screens in the home. And the rest of the day is just as strong: Prem Akkaraju (@premakkaraju) of Stability AI will deliver the keynote address. Darin Stewart (@bydarinstewart) and Simone Ferretti (@sferro21) will discuss the series The Ark, Artlist's first original AI series. Bernie Su (@BernieSu) of Pickford AI joins the panel "The OGs: YouTube's First Wave Takes On AI" alongside Taryn Southern (@TarynSouthern) and others. A special thank you to @TheWrap and @WhatsTrending for building such an important event for our industry. We'll see you tomorrow and if you're not attending, stay tuned for a recap later this week!