Latest sourced records
Tracking Nebius from capacity to revenue
Disclosed inputs and reported output, shown in sequence.
Capacity and revenue
What is secured, what is connected, and what has reached revenue.
Data center footprint
Disclosed sites and possible new locations inferred from hiring
Loading globe…
as of 26 Aug 2026 · Q2 2026 shareholder letter
1 rumored 8 announced 2 building 5 livePossible sites are inferred from hiringA wider dashed marker means the source identifies only a region, country, or inferred city.
Capacity progress
Contracted power, connected power and ARR delivery
as of 12 Aug 2026 · Q2 2026 shareholder letter
ARR against the year-end targetbehind pace
30% delivered · 65% of the year elapsed · 114 days left
Revenue per MW
Annual contract value per megawatt and cloud margins
as of 30 Jun 2026 · Q2 2026 shareholder letter
Contract mix → blended rate
40%
$12M
50%
$20M to $25M
10%
$40M to $50M
Customer commitments
Signed revenue and customer concentration
signed commitments$40.0B
annualized run-rate$3.0B
recognized revenue · Q2 × 4$2.3B
Funding and dilution
Debt, prepayments and the cost to shareholders
Infrastructure and execution
Signals that show where capacity may appear and what the platform can sell.
Data center hiring
Open data center roles by metro and month
as of 19 Aug 2026 · Nebius careers board
21
metros tracked
MayJunJulAugSepVineland
Tel Aviv
New York
London
Platform availability
Model catalogue, launch lag and availability zones
as of 8 Sept 2026 · Token Factory public catalog
Model catalog
Newest first- GLM-5.3-Flash
zai-org
- Nemotron-3_5-Lightning
nvidia
- MiniMax-M3
MiniMaxAI
GPU pricing
Public list prices per GPU-hour across vendors
H200 public list price
$/GPU-hour
CoreWeave
$6.31–$20.93
Crusoe
$4.29–$6.00
Nebius
$2.45–$4.50
Together
$2.99–$5.99
as of 8 Sept 2026 · Public vendor pricing pages
GPU deployment
Current stage of each GPU generation
Received
▸Validating
Vera Rubin
Production
H100
H200
B200
GB200 NVL72
GB300 NVL72
Scaled
as of 12 Aug 2026 · Q2 2026 shareholder letter
Business portfolio
Subsidiaries, acquisitions and disclosed equity interests
CompanyDisclosed interest
ClickHouse
Columnar OLAP database company
28%
$6.3B round
Toloka
Data labeling and human feedback for AI
Not disclosed
Avride
Autonomous driving and delivery robots
100%
TripleTen
Tech re-skilling bootcamps
100%
Tavily
Web search API for AI agents
Not disclosed
Market and disclosures
Positioning, ownership, scheduled events, and the filings behind the record.
Market positioning
Analyst targets, short interest, 5%+ owners and institutional changes
$175$410 spread
4 buy2 hold0 sell
Recent actions
25 AugGoldman Sachs↑$328
13 AugRobert W. Baird↑$340
7 AugDA Davidson↓$175
3 AugPiper Sandler↑$224
20 JulNorthland Securities↑$410
Short interest
55.4M
-8.1% · 2.02d to cover
+1472% since Aug 2024
5%+ owners
3
THE GOLDMAN SACHS GROUP, INC. · GOLDMAN SACHS & CO. LLC
largest filed position 10.5%
13F ownership
119.0M
+14.0M · +13.3% QoQ
721 managers
quarter ended 31 Mar 2026
Insider transactions
Form 4 transactions and Form 144 sale notices
sale (Form 4)intent (144)buy
as of 3 Sept 2026 · EDGAR Forms 4 / 144
Upcoming events
Scheduled company and reporting events
Q3 2026 results · est.
n/a
as of 5 Nov 2026 · Typical reporting cadence
SEC filings
Newest company filings from the SEC
- 3 Sept 2026
- 3 Sept 2026
- 3 Sept 2026
as of 3 Sept 2026 · SEC EDGAR
Open ledger
2026-Q1 compared with 2026-Q2
Earnings changes
Contracted-power guidance
4.0 GW to 5.0 GW
Deferred revenue
$4.8B to $6.0B
Shares outstanding
253,898,194 to 271,855,218