Wall St Engine(@wallstengine):$NBIS just laid out what its AI capacity is actually selling for: Mid-term deals (1–3 years): $20–25M per MW, with upfront payments covering 50–60% of the associated capex. Short-duration deals (up to 6 months): $40–50M per MW, and sometimes even higher. Its first capacity auction cleared 15% above the highest price it had ever charged for Blackwell. “We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity for immediate customer needs.”

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Wall St Engine@wallstengine

2026.08.12 12:39

$NBIS just laid out what its AI capacity is actually selling for: Mid-term deals (1–3 years): $20–25M per MW, with upfront payments covering 50–60% of the associated capex. Short-duration deals (up to 6 months): $40–50M per MW, and sometimes even higher. Its first capacity auction cleared 15% above the highest price it had ever charged for Blackwell. “We could sell our entire 2027 capacity on these terms today. We are deliberately not doing so because we see higher value in retaining some capacity for immediate customer needs.”

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