Shay Boloor(@StockSavvyShay):$NBIS is up nearly 30% because this quarter showed the AI compute shortage is translating into better pricing, faster paybacks, higher margins and better financing. Nebius now earns ~$25M per MW on normal contracts and up to $50M for immediate capacity while Q2 deals pay back in under two years and customers fund roughly half the capex upfront. That pricing power is already showing up in the market with its first capacity auction clearing 15% above prior $NVDA Blackwell pricing, AI cloud margins reaching 50% and management saying it could sell all of 2027 capacity today.

2026.08.12 16:27

$NBIS is up nearly 30% because this quarter showed the AI compute shortage is translating into better pricing, faster paybacks, higher margins and better financing. Nebius now earns ~$25M per MW on normal contracts and up to $50M for immediate capacity while Q2 deals pay back in under two years and customers fund roughly half the capex upfront. That pricing power is already showing up in the market with its first capacity auction clearing 15% above prior $NVDA Blackwell pricing, AI cloud margins reaching 50% and management saying it could sell all of 2027 capacity today.