Ai Canaries(@ai_canaries):$NBIS: 873MW of catalysts by year end? In the latest shareholder letter, Nebius raised its 2026 contracted power guidance to 5GW. Only ~4.127GW has been announced so far, leaving roughly 873MW still unaccounted for. Where could it come from? Locations with hiring signals: 🇮🇳 Hyderabad & Chennai 🇸🇬 Singapore 🇳🇱 Amsterdam More speculative: 🇺🇸 Frankfort, Indiana (with DataOne) 🇺🇸 Oklahoma City (known to be >100MW, but counted as 100MW) Sources: @SMASIMHO's tracker, Letter to Shareholders Q2'26

Ai Canaries

@ai_canaries

Finding signal in an ocean of noise. Researching $NBIS, $PLTR, neoclouds and the AI startups building the stack.

参加 July 2026

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Ai Canaries@ai_canaries

2026.10.10 17:30

$NBIS: 873MW of catalysts by year end? In the latest shareholder letter, Nebius raised its 2026 contracted power guidance to 5GW. Only ~4.127GW has been announced so far, leaving roughly 873MW still unaccounted for. Where could it come from? Locations with hiring signals: 🇮🇳 Hyderabad & Chennai 🇸🇬 Singapore 🇳🇱 Amsterdam More speculative: 🇺🇸 Frankfort, Indiana (with DataOne) 🇺🇸 Oklahoma City (known to be >100MW, but counted as 100MW) Sources: @SMASIMHO's tracker, Letter to Shareholders Q2'26