Nebius tests the neocloud playbook with $40 billion in planned spending
Nebius plans to fund its $40 billion AI infrastructure expansion through customer prepayments and loans, even as delays at a Microsoft data center raise questions about its financing model.
Sources
On Bluesky
Nebius $40B ambition: customer contracts and delays Nebius plans $40 billion in spending by 2027, but its major Microsoft contract is already months behind schedule due to regulatory issues. 🧠
Five O'Click Tech (@five-oclick-tech.bsky.social) Nov 12, 2026 · 6 likes