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Rising price per megawatt, ongoing capacity auctions, and macro demand signals (SpaceX) point to higher near-term revenue potential for NBIS. Nebius’ debt-light stance contrasts with peer stress, supporting a favorable risk-reward.
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An NBIS executive told CNBC that AI compute prices per megawatt are rising faster than expected, suggesting durable demand despite neocloud scrutiny around debt. He noted Nebius isn’t burdened by CoreWeave-like leverage and pointed to auction results showing ongoing price momentum; SpaceX’s AI revenue surge then underscored the broader pricing backdrop.
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