Overview
- Nvidia said it will help Nebius bring more than 5 gigawatts of data-center capacity online by 2030.
- Nebius added 170 megawatts of capacity in 2025 and targets 800 megawatts to 1 gigawatt of active capacity by the end of 2026.
- The company plans to raise contracted power to 3 gigawatts by late 2026 to support new facilities.
- Analysts project 2026 revenue of $3.35 billion, a 531% jump, and the new funding could help convert backlog into revenue faster.
- Industry demand continues to exceed supply, with Goldman Sachs estimating a 10-gigawatt average shortfall over the next three years.