Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms
Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase
Sources: neoclouds CoreWeave, Nebius, and Nscale have effectively been shut out of the bond market in recent weeks as lenders and investors demand tougher terms
Lenders and investors are getting choosier about their bets and demanding stricter terms, as the AI build-out enters a new phase
CoreWeave closed down 15.5% as yields on its bonds near 15% amid concern over tech companies' heavy AI borrowing; Oracle dropped 8.8%, Nebius 10%, Dell 11.3%
CoreWeave's stock and bonds were both hit on Wednesday as investor fear grew that some technology companies are borrowing too heavily …
Amsterdam-based neocloud Nebius reports Q2 cloud revenue up 514% YoY to $575M and total revenue of $582M, above $557M est.; NBIS jumps 15%+, and is up 145%+ YTD
Nebius Group NV reported a 514% jump in second-quarter sales for its cloud business following strong demand for AI computing power.
Amsterdam-based Nebius announces a $10B, 310MW data center in Lappeenranta, Finland, built by developer Polarnode and set to begin phased operations in 2027
AI infrastructure firm Nebius Group (NBIS.O) on Tuesday said it was continuing its rapid European expansion with a 310-megawatt data centre …
Amsterdam-based Nebius plans to raise ~$3.75B in convertible debt to fund its data center expansion and to purchase customized AI chips, after its Meta deal
Artificial intelligence data center developer Nebius Group NV said it intends to raise about $3.75 billion in convertible debt …
Nebius says Meta plans to spend up to $27B over the next five years to access AI infrastructure, starting with $12B of capacity in early 2027; NBIS jumps 12%+
Meta Platforms Inc. will pay as much as $27 billion over the next five years for access to cutting-edge artificial intelligence infrastructure …
Nebius signs a ~$3B, five-year deal to provide Meta with AI infrastructure and reports a $100.4M net loss in Q3, up from $39.7M in Q3 2024; NBIS is up 250%+ YTD
Update Trader Edge / Blockonomi : Nebius (NBIS) Stock: Company Signs $3 Billion Meta Deal, Reports 355% Revenue Growth
Sources: Snowflake challenger ClickHouse is in talks to raise hundreds of millions led by Khosla Ventures at a $6B valuation, triple its valuation from 2021
Sri Muppidi / The Information : Forums: r/NBIS_Stock Forums: r/NBIS_Stock : ClickHouse Targets $6 Billion Valuation (Which Nebius owns a 28% stake in which would be valued @ $1.68 billion)