Sam Badawi(@Sam_Badawi):Nebius $NBIS says it has a gigawatt worth of Nvidia's $NVDA Vera Rubin coming next year. Chief revenue officer Marc Boroditsky says there is already significant demand for them. He says it used to come mostly from model builders, but now the broader market is asking too.

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Sam Badawi@Sam_Badawi

2026.11.10 20:37

Nebius $NBIS says it has a gigawatt worth of Nvidia's $NVDA Vera Rubin coming next year. Chief revenue officer Marc Boroditsky says there is already significant demand for them. He says it used to come mostly from model builders, but now the broader market is asking too.