{"as_of":"2026-10-09T05:57:07.000Z","signals":[{"id":"platform-model-deepseek-ai-deepseek-v4-pro-0813-2026-10-09","kind":"platform","title":"Model added: deepseek-ai/DeepSeek-V4-Pro-0813","summary":"deepseek-ai/DeepSeek-V4-Pro-0813 appeared in the Nebius model catalogue.","why_it_matters":"Catalogue additions show how quickly the software layer follows upstream model releases.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-10-09T05:57:07.000Z","detected_at":"2026-10-09T05:57:07.000Z","source_url":"https://tokenfactory.nebius.com","source_label":"Nebius Token Factory catalogue","section":"platform"},{"id":"filing-0000886982-26-000526","kind":"filing","title":"SCHEDULE 13G/A filed: SCHEDULE 13G/A","summary":"Nebius filed SCHEDULE 13G/A with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-10-07","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000088698226000526/xslSCHEDULE_13G_X02/primary_doc.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000126","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-10-06","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000126/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001950047-26-010048","kind":"filing","title":"144 filed: 144","summary":"Nebius filed 144 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-10-05","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000195004726010048/xsl144X01/primary_doc.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000124","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-10-05","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000124/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000122","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-10-05","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000122/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000120","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-10-05","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000120/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"platform-az-eu-south1","kind":"platform","title":"New availability zone: EU-SOUTH1","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-10-02T09:54:22.646Z","detected_at":"2026-10-02T11:00:27.361Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"platform-az-us-north1","kind":"platform","title":"New availability zone: US-NORTH1","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-10-02T09:51:32.289Z","detected_at":"2026-10-02T11:00:27.361Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"filing-0001513845-26-000118","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-10-01","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000118/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001104659-26-112824","kind":"filing","title":"6-K filed: FORM 6-K","summary":"Nebius filed 6-K with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-10-01","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000110465926112824/tm2626792d1_6k.htm","source_label":"SEC EDGAR","section":"filings"},{"id":"ownership-0000886982-26-000526","kind":"ownership","title":"THE GOLDMAN SACHS GROUP, INC., GOLDMAN SACHS & CO. LLC reduced beneficial ownership at 5.1%","summary":"SCHEDULE 13G/A reports 13,023,110.37 beneficial shares, equal to 5.1%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2026-09-30","detected_at":"2026-10-08T11:55:46.657Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000088698226000526/xslSCHEDULE_13G_X02/primary_doc.xml","source_label":"SCHEDULE 13G/A on SEC EDGAR","section":"market"},{"id":"filing-0001950047-26-009868","kind":"filing","title":"144 filed: 144","summary":"Nebius filed 144 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-29","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000195004726009868/xsl144X01/primary_doc.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"pricing-together-b200-2026-09-25","kind":"pricing","title":"Together changed its B200 list-price range","summary":"The published range moved from $4.09 to $8.99 to $4.09 to $9.99 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-09-25","detected_at":"2026-09-25","source_url":"https://www.together.ai/pricing","source_label":"Together public pricing page","section":"prices"},{"id":"pricing-nebius-b200-2026-09-23","kind":"pricing","title":"Nebius changed its B200 list-price range","summary":"The published range moved from $3.95 to $7.15 to $0.99 to $8.50 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-09-23","detected_at":"2026-09-23","source_url":"https://nebius.com/prices","source_label":"Nebius public pricing page","section":"prices"},{"id":"pricing-nebius-b300-2026-09-23","kind":"pricing","title":"Nebius changed its B300 list-price range","summary":"The published range moved from $4.30 to $7.85 to $0.99 to $9.50 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-09-23","detected_at":"2026-09-23","source_url":"https://nebius.com/prices","source_label":"Nebius public pricing page","section":"prices"},{"id":"pricing-nebius-h100-2026-09-23","kind":"pricing","title":"Nebius changed its H100 list-price range","summary":"The published range moved from $0.95 to $3.85 to $0.79 to $4.50 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-09-23","detected_at":"2026-09-23","source_url":"https://nebius.com/prices","source_label":"Nebius public pricing page","section":"prices"},{"id":"pricing-nebius-h200-2026-09-23","kind":"pricing","title":"Nebius changed its H200 list-price range","summary":"The published range moved from $2.45 to $4.50 to $0.79 to $5.40 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-09-23","detected_at":"2026-09-23","source_url":"https://nebius.com/prices","source_label":"Nebius public pricing page","section":"prices"},{"id":"filing-0001513845-26-000116","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-21","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000116/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000114","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-17","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000114/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"platform-model-zai-org-glm-5-3-flash-2026-09-16","kind":"platform","title":"Model added: zai-org/GLM-5.3-Flash","summary":"zai-org/GLM-5.3-Flash appeared in the Nebius model catalogue.","why_it_matters":"Catalogue additions show how quickly the software layer follows upstream model releases.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-09-16T02:16:23.000Z","detected_at":"2026-09-16T02:16:23.000Z","source_url":"https://tokenfactory.nebius.com","source_label":"Nebius Token Factory catalogue","section":"platform"},{"id":"filing-0001513845-26-000112","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-16","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000112/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"platform-model-deepseek-ai-deepseek-v4-1-flash-2026-09-15","kind":"platform","title":"Model added: deepseek-ai/DeepSeek-V4.1-Flash","summary":"deepseek-ai/DeepSeek-V4.1-Flash appeared in the Nebius model catalogue.","why_it_matters":"Catalogue additions show how quickly the software layer follows upstream model releases.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-09-15T21:58:43.000Z","detected_at":"2026-09-15T21:58:43.000Z","source_url":"https://tokenfactory.nebius.com","source_label":"Nebius Token Factory catalogue","section":"platform"},{"id":"filing-0001950047-26-009522","kind":"filing","title":"144 filed: 144","summary":"Nebius filed 144 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-15","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000195004726009522/xsl144X01/primary_doc.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"platform-model-zai-org-glm-5-3-2026-09-11","kind":"platform","title":"Model added: zai-org/GLM-5.3","summary":"zai-org/GLM-5.3 appeared in the Nebius model catalogue.","why_it_matters":"Catalogue additions show how quickly the software layer follows upstream model releases.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-09-11T00:16:43.000Z","detected_at":"2026-09-11T00:16:43.000Z","source_url":"https://tokenfactory.nebius.com","source_label":"Nebius Token Factory catalogue","section":"platform"},{"id":"filing-0001104659-26-105749","kind":"filing","title":"6-K filed: FORM 6-K","summary":"Nebius filed 6-K with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-08","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000110465926105749/tm2624958d1_6k.htm","source_label":"SEC EDGAR","section":"filings"},{"id":"platform-model-qwen-qwen3-8-27b-2026-09-03","kind":"platform","title":"Model added: Qwen/Qwen3.8-27B","summary":"Qwen/Qwen3.8-27B appeared in the Nebius model catalogue.","why_it_matters":"Catalogue additions show how quickly the software layer follows upstream model releases.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-09-03T18:05:31.000Z","detected_at":"2026-09-03T18:05:31.000Z","source_url":"https://tokenfactory.nebius.com","source_label":"Nebius Token Factory catalogue","section":"platform"},{"id":"filing-0001513845-26-000110","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-03","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000110/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000108","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-03","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000108/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000106","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-03","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000106/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000104","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-03","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000104/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000102","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-03","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000102/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000100","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-03","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000100/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000098","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-03","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000098/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000096","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-03","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000096/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"pricing-together-b200-2026-09-03","kind":"pricing","title":"Together changed its B200 list-price range","summary":"The published range moved from $6.79 to $8.99 to $4.09 to $8.99 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-09-03","detected_at":"2026-09-03","source_url":"https://www.together.ai/pricing","source_label":"Together public pricing page","section":"prices"},{"id":"pricing-together-h100-2026-09-03","kind":"pricing","title":"Together changed its H100 list-price range","summary":"The published range moved from $3.19 to $5.49 to $1.99 to $5.49 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-09-03","detected_at":"2026-09-03","source_url":"https://www.together.ai/pricing","source_label":"Together public pricing page","section":"prices"},{"id":"pricing-together-h200-2026-09-03","kind":"pricing","title":"Together changed its H200 list-price range","summary":"The published range moved from $3.99 to $5.99 to $2.99 to $5.99 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-09-03","detected_at":"2026-09-03","source_url":"https://www.together.ai/pricing","source_label":"Together public pricing page","section":"prices"},{"id":"filing-0001513845-26-000094","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-09-02","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000094/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001973379-26-000316","kind":"filing","title":"144 filed: 144","summary":"Nebius filed 144 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-08-31","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000197337926000316/xsl144X01/primary_doc.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"pricing-coreweave-h100-2026-08-29","kind":"pricing","title":"CoreWeave changed its H100 list-price range","summary":"The published range moved from $6.16 to $19.71 to $1.25 to $19.71 per GPU-hour.","why_it_matters":"List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","caveat":"This is a detected public list-price change, not a transaction price or a daily market quote.","evidence":"external_evidence","occurred_at":"2026-08-29","detected_at":"2026-08-29","source_url":"https://www.coreweave.com/pricing","source_label":"CoreWeave public pricing page","section":"prices"},{"id":"filing-0001104659-26-101076","kind":"filing","title":"6-K filed: FORM 6-K","summary":"Nebius filed 6-K with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-08-26","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000110465926101076/tm2624077d1_6k.htm","source_label":"SEC EDGAR","section":"filings"},{"id":"site-missouri-second","kind":"site","title":"Missouri (second site): possible location","summary":"Independence, MO appears in the possible-site record; capacity not separately disclosed.","why_it_matters":"This is a possible addition to the footprint before a company announcement.","caveat":"Not announced. The company's own site list names Missouri alongside Kansas City, which is itself in Missouri — suggesting a second location — and site-operations roles have been posted in Independence, MO. It could equally be a loose reference to the same campus. Treat as weak evidence.","evidence":"inference","occurred_at":"2026-08-26","detected_at":"2026-08-26","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Inferred: Missouri listed separately from Kansas City in the Q2 2026 site map","section":"footprint","site_key":"missouri-second"},{"id":"filing-0001104659-26-100347","kind":"filing","title":"6-K filed: FORM 6-K","summary":"Nebius filed 6-K with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-08-24","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000110465926100347/tm2623863d1_6k.htm","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001104659-26-098924","kind":"filing","title":"6-K filed: FORM 6-K","summary":"Nebius filed 6-K with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-08-20","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000110465926098924/tm2623617d1_6k.htm","source_label":"SEC EDGAR","section":"filings"},{"id":"hiring-mantsala","kind":"hiring","title":"First data center role in Mäntsälä","summary":"A data center operations role appeared in Mäntsälä for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-08-19T11:35:04-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"mantsala"},{"id":"filing-0001104659-26-098590","kind":"filing","title":"6-K filed: FORM 6-K","summary":"Nebius filed 6-K with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-08-19","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000110465926098590/tm2623513d1_6k.htm","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000092","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-08-18","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000092/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"filing-0001513845-26-000090","kind":"filing","title":"4 filed: PRIMARY DOCUMENT","summary":"Nebius filed 4 with the SEC.","why_it_matters":"This is a new primary-source document. Open the filing before relying on a summary of it.","caveat":null,"evidence":"confirmed","occurred_at":"2026-08-18","detected_at":"2026-10-14T10:05:13.806Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000151384526000090/xslF345X06/form4.xml","source_label":"SEC EDGAR","section":"filings"},{"id":"capacity-2026-08-12-5","kind":"capacity","title":"Contracted-power guidance moved to 5 GW","summary":"The company set its contracted-power guidance at 5 GW.","why_it_matters":"This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.","caveat":null,"evidence":"confirmed","occurred_at":"2026-08-12","detected_at":"2026-08-12","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter","section":"capacity"},{"id":"platform-model-nvidia-nemotron-3-5-lightning-2026-08-11","kind":"platform","title":"Model added: nvidia/Nemotron-3_5-Lightning","summary":"nvidia/Nemotron-3_5-Lightning appeared in the Nebius model catalogue.","why_it_matters":"Catalogue additions show how quickly the software layer follows upstream model releases.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-08-11T00:00:00.000Z","detected_at":"2026-08-11T00:00:00.000Z","source_url":"https://tokenfactory.nebius.com","source_label":"Nebius Token Factory catalogue","section":"platform"},{"id":"platform-model-minimaxai-minimax-m3-2026-07-31","kind":"platform","title":"Model added: MiniMaxAI/MiniMax-M3","summary":"MiniMaxAI/MiniMax-M3 appeared in the Nebius model catalogue.","why_it_matters":"Catalogue additions show how quickly the software layer follows upstream model releases.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-07-31T10:21:07.000Z","detected_at":"2026-07-31T10:21:07.000Z","source_url":"https://tokenfactory.nebius.com","source_label":"Nebius Token Factory catalogue","section":"platform"},{"id":"platform-model-deepseek-ai-deepseek-v4-flash-0731-2026-07-31","kind":"platform","title":"Model added: deepseek-ai/DeepSeek-V4-Flash-0731","summary":"deepseek-ai/DeepSeek-V4-Flash-0731 appeared in the Nebius model catalogue.","why_it_matters":"Catalogue additions show how quickly the software layer follows upstream model releases.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-07-31T00:00:00.000Z","detected_at":"2026-07-31T00:00:00.000Z","source_url":"https://tokenfactory.nebius.com","source_label":"Nebius Token Factory catalogue","section":"platform"},{"id":"ownership-0000886982-26-000308","kind":"ownership","title":"THE GOLDMAN SACHS GROUP, INC., GOLDMAN SACHS & CO. LLC increased beneficial ownership at 10.5%","summary":"SCHEDULE 13G/A reports 23,111,112.59 beneficial shares, equal to 10.5%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2026-07-31","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000088698226000308/xslSCHEDULE_13G_X02/primary_doc.xml","source_label":"SCHEDULE 13G/A on SEC EDGAR","section":"market"},{"id":"site-schuylkill","kind":"site","title":"Schuylkill County: announced","summary":"Butler Township, PA is announced; 1,200 MW contracted.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Reported plan: 1.2 GW at full buildout, with a 260 MW initial phase targeted for October 2027 and 660 MW by 2029. These are development targets, not delivered load.","evidence":"company_target","occurred_at":"2026-07-27","detected_at":"2026-07-27","source_url":"https://www.datacenterdynamics.com/en/news/nebius-details-plans-for-12gw-data-center-campus-in-pennsylvania/","source_label":"Data Center Dynamics project report","section":"footprint","site_key":"schuylkill"},{"id":"platform-az-eu-west2","kind":"platform","title":"New availability zone: EU-WEST2","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2026-07-20T14:29:15.599Z","detected_at":"2026-08-25T23:35:41.386Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"hiring-singapore","kind":"hiring","title":"First data center role in Singapore","summary":"A data center operations role appeared in Singapore for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-07-15T03:52:12-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"funding-facility-2026-07-15","kind":"funding","title":"New asset-backed facility: $775M","summary":"SOFR + 250bps, secured against deployed GPU infrastructure and contracted cash flows from an investment-grade customer. Described as a repeatable framework against a backlog of more than $40B.","why_it_matters":"Asset-backed financing can fund deployed infrastructure without issuing the same amount of equity.","caveat":null,"evidence":"confirmed","occurred_at":"2026-07-15","detected_at":"2026-07-15","source_url":"https://nebius.com/newsroom/nebius-raises-775-million-in-first-secured-debt-financing-to-accelerate-global-buildout","source_label":"Asset-backed facility, July 2026","section":"funding"},{"id":"hiring-mumbai","kind":"hiring","title":"First data center role in Mumbai","summary":"A data center operations role appeared in Mumbai for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-07-14T04:11:13-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"hiring-hyderabad","kind":"hiring","title":"First data center role in Hyderabad","summary":"A data center operations role appeared in Hyderabad for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-07-14T04:11:13-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"hiring-tallinn","kind":"hiring","title":"First data center role in Tallinn","summary":"A data center operations role appeared in Tallinn for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-07-13T08:00:19-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"estonia"},{"id":"ownership-0001045810-26-000062","kind":"ownership","title":"NVIDIA Corporation reported beneficial ownership at 9.3%","summary":"SCHEDULE 13G reports 22,256,412 beneficial shares, equal to 9.3%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2026-07-13","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000104581026000062/xslSCHEDULE_13G_X01/primary_doc.xml","source_label":"SCHEDULE 13G on SEC EDGAR","section":"market"},{"id":"ownership-0000886982-26-000305","kind":"ownership","title":"THE GOLDMAN SACHS GROUP, INC., GOLDMAN SACHS & CO. LLC reported beneficial ownership at 7.2%","summary":"SCHEDULE 13G reports 15,896,355.61 beneficial shares, equal to 7.2%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2026-06-30","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000088698226000305/xslSCHEDULE_13G_X02/primary_doc.xml","source_label":"SCHEDULE 13G on SEC EDGAR","section":"market"},{"id":"site-vineland","kind":"site","title":"Vineland NJ: construction","summary":"Vineland, NJ is under construction; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Capacity is dedicated in large part to the Microsoft commitment. Current site-level contracted and live megawatts were not disclosed in the source.","evidence":"company_target","occurred_at":"2026-06-30","detected_at":"2026-06-30","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter","section":"footprint","site_key":"vineland"},{"id":"site-minnesota","kind":"site","title":"Minnesota: announced","summary":"Minneapolis metro is announced; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Capacity not separately disclosed.","evidence":"confirmed","occurred_at":"2026-06-30","detected_at":"2026-06-30","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter — site map","section":"footprint","site_key":"minnesota"},{"id":"site-oklahoma","kind":"site","title":"Oklahoma: announced","summary":"Oklahoma is announced; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Capacity not separately disclosed.","evidence":"confirmed","occurred_at":"2026-06-30","detected_at":"2026-06-30","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter — site map","section":"footprint","site_key":"oklahoma"},{"id":"site-iceland","kind":"site","title":"Iceland: announced","summary":"Reykjanesbær is announced; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Capacity not separately disclosed.","evidence":"confirmed","occurred_at":"2026-06-30","detected_at":"2026-06-30","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter — site map","section":"footprint","site_key":"iceland"},{"id":"site-estonia","kind":"site","title":"Estonia: announced","summary":"Tallinn is announced; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Added to the pipeline in Q2 2026.","evidence":"confirmed","occurred_at":"2026-06-30","detected_at":"2026-06-30","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter — new site added in Q2","section":"footprint","site_key":"estonia"},{"id":"site-spain","kind":"site","title":"Spain: announced","summary":"Spain is announced; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Capacity not separately disclosed.","evidence":"confirmed","occurred_at":"2026-06-30","detected_at":"2026-06-30","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter — site map","section":"footprint","site_key":"spain"},{"id":"site-newport","kind":"site","title":"Newport: announced","summary":"Newport, Wales is announced; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"One of two additional UK sites added in Q2 2026.","evidence":"confirmed","occurred_at":"2026-06-30","detected_at":"2026-06-30","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter — two additional UK sites","section":"footprint","site_key":"newport"},{"id":"site-finland-2","kind":"site","title":"Finland (second site): announced","summary":"Lappeenranta is announced; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Added to the pipeline in Q2 2026. Location inferred from the company's Finnish hiring footprint.","evidence":"confirmed","occurred_at":"2026-06-30","detected_at":"2026-06-30","source_url":"https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","source_label":"Q2 2026 shareholder letter — new site added in Q2","section":"footprint","site_key":"finland-2"},{"id":"hiring-newport","kind":"hiring","title":"First data center role in Newport","summary":"A data center operations role appeared in Newport for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-06-19T08:17:21-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"newport"},{"id":"hiring-modi-in","kind":"hiring","title":"First data center role in Modi'in","summary":"A data center operations role appeared in Modi'in for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-06-18T10:45:54-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"site-london","kind":"site","title":"London: live","summary":"London is live; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"The first UK deployment is live. Four UK sites are expected to reach 65 MW combined in 2027, but no per-site split or current live megawatts were disclosed.","evidence":"confirmed","occurred_at":"2026-06-08","detected_at":"2026-06-08","source_url":"https://nebius.com/newsroom/nebius-expands-in-uk-with-more-nvidia-powered-infrastructure-more-customers-and-more-cloud-capabilities-for-agentic-and-enterprise-ai","source_label":"Nebius UK expansion announcement","section":"footprint","site_key":"london"},{"id":"ownership-0000935836-26-000303","kind":"ownership","title":"Situational Awareness LP, SAF AI GP LP, Situational Awareness LLC, Situational Awareness Partners LP, Leopold Aschenbrenner, Carl Shulman reported beneficial ownership at 5.6%","summary":"SCHEDULE 13G reports 12,410,060 beneficial shares, equal to 5.6%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2026-05-19","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000093583626000303/xslSCHEDULE_13G_X02/primary_doc.xml","source_label":"SCHEDULE 13G on SEC EDGAR","section":"market"},{"id":"hiring-lappeenranta","kind":"hiring","title":"First data center role in Lappeenranta","summary":"A data center operations role appeared in Lappeenranta for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-05-15T10:53:44-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"finland-2"},{"id":"capacity-2026-05-13-4","kind":"capacity","title":"Contracted-power guidance moved to more than 4 GW","summary":"The company set its contracted-power guidance at more than 4 GW.","why_it_matters":"This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.","caveat":null,"evidence":"confirmed","occurred_at":"2026-05-13","detected_at":"2026-05-13","source_url":"https://assets.nebius.com/assets/aa1bc2e6-df83-40cd-a6a2-95e7cda3d16c/Nebius%20SHL_Q1%202026.pdf?cache-buster=2026-05-13T14:00:35.352Z","source_label":"Q1 2026 shareholder letter","section":"capacity"},{"id":"site-mantsala","kind":"site","title":"Mäntsälä: live","summary":"Mäntsälä is live; 75 MW contracted.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Expansion to 75 MW was reported complete by March 31, 2026.","evidence":"confirmed","occurred_at":"2026-03-31","detected_at":"2026-03-31","source_url":"https://nebius.com/newsroom/nebius-to-construct-310-mw-ai-factory-in-finland","source_label":"Nebius Lappeenranta and Mäntsälä expansion announcement","section":"footprint","site_key":"mantsala"},{"id":"hiring-kansas-city","kind":"hiring","title":"First data center role in Kansas City","summary":"A data center operations role appeared in Kansas City for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-03-19T13:33:51-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"kansas-city"},{"id":"hiring-oklahoma-city","kind":"hiring","title":"First data center role in Oklahoma City","summary":"A data center operations role appeared in Oklahoma City for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-03-02T14:38:39-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"site-birmingham","kind":"site","title":"Birmingham: construction","summary":"Oxmoor Valley, AL is under construction; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Company timeline targets initial-phase commissioning in Q4 2026 and continued construction through 2028. Current contracted megawatts and construction completion were not disclosed.","evidence":"company_target","occurred_at":"2026-03-02","detected_at":"2026-03-02","source_url":"https://nebius.com/birminghamal","source_label":"Oxmoor Valley project page","section":"footprint","site_key":"birmingham"},{"id":"hiring-minneapolis","kind":"hiring","title":"First data center role in Minneapolis","summary":"A data center operations role appeared in Minneapolis for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-02-20T17:19:21-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"minnesota"},{"id":"capacity-2026-02-12-3","kind":"capacity","title":"Contracted-power guidance moved to more than 3 GW","summary":"The company set its contracted-power guidance at more than 3 GW.","why_it_matters":"This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.","caveat":null,"evidence":"confirmed","occurred_at":"2026-02-12","detected_at":"2026-02-12","source_url":"https://assets.nebius.com/assets/85571bd2-050b-468c-954c-42e9d24e4cd2/Letter%20to%20Shareholders%20Q4%202025.pdf?cache-buster=2026-02-12T11:57:13.886Z","source_label":"Q4 2025 shareholder letter","section":"capacity"},{"id":"hiring-tel-aviv","kind":"hiring","title":"First data center role in Tel Aviv","summary":"A data center operations role appeared in Tel Aviv for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-02-04T09:28:51-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"hiring-bethune","kind":"hiring","title":"First data center role in Béthune","summary":"A data center operations role appeared in Béthune for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-02-03T04:16:41-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"hiring-london","kind":"hiring","title":"First data center role in London","summary":"A data center operations role appeared in London for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-01-28T13:35:47-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"london"},{"id":"hiring-vineland","kind":"hiring","title":"First data center role in Vineland","summary":"A data center operations role appeared in Vineland for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-01-27T16:22:21-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"vineland"},{"id":"hiring-philadelphia","kind":"hiring","title":"First data center role in Philadelphia","summary":"A data center operations role appeared in Philadelphia for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-01-26T15:45:57-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"rumored-philadelphia"},{"id":"site-rumored-philadelphia","kind":"site","title":"Philadelphia: possible location","summary":"Philadelphia appears in the possible-site record; capacity not separately disclosed.","why_it_matters":"This is a possible addition to the footprint before a company announcement.","caveat":"Not announced by the company. Sustained data center hiring in a metro is an early signal of a site, but roles are occasionally posted for sites that never open.","evidence":"inference","occurred_at":"2026-01-26","detected_at":"2026-01-26","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Inferred from 3 data center roles on the public careers board","section":"footprint","site_key":"rumored-philadelphia"},{"id":"hiring-independence","kind":"hiring","title":"First data center role in Independence","summary":"A data center operations role appeared in Independence for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-01-09T15:39:00-05:00","detected_at":"2026-09-23T09:52:33.398Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"missouri-second"},{"id":"hiring-birmingham","kind":"hiring","title":"First data center role in Birmingham","summary":"A data center operations role appeared in Birmingham for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2026-01-09T15:39:00-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar","site_key":"birmingham"},{"id":"site-rumored-independence","kind":"site","title":"Independence: possible location","summary":"Independence appears in the possible-site record; capacity not separately disclosed.","why_it_matters":"This is a possible addition to the footprint before a company announcement.","caveat":"Not announced by the company. Sustained data center hiring in a metro is an early signal of a site, but roles are occasionally posted for sites that never open.","evidence":"inference","occurred_at":"2026-01-09","detected_at":"2026-01-09","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Inferred from 3 data center roles on the public careers board","section":"footprint","site_key":"rumored-independence"},{"id":"ownership-0000940594-26-000014","kind":"ownership","title":"Orbis Investment Management Limited reported ownership below 5%","summary":"SCHEDULE 13G/A reports 1.5% beneficial ownership and marks the filer below the 5% threshold.","why_it_matters":"The filing removes this reporting group from the current 5%+ register while preserving its history.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2025-12-31","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000094059426000014/xslSCHEDULE_13G_X01/primary_doc.xml","source_label":"SCHEDULE 13G/A on SEC EDGAR","section":"market"},{"id":"hiring-new-york","kind":"hiring","title":"First data center role in New York","summary":"A data center operations role appeared in New York for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2025-11-24T14:29:07-05:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"platform-az-uk-south1","kind":"platform","title":"New availability zone: UK-SOUTH1","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2025-11-17T10:36:45.071Z","detected_at":"2026-08-25T23:35:41.386Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"capacity-2025-11-11-2-5","kind":"capacity","title":"Contracted-power guidance moved to more than 2.5 GW","summary":"The company set its contracted-power guidance at more than 2.5 GW.","why_it_matters":"This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.","caveat":null,"evidence":"confirmed","occurred_at":"2025-11-11","detected_at":"2025-11-11","source_url":"https://assets.nebius.com/assets/7f8a9169-0d2b-469d-87e7-44342ea7fcd2/SHLQ3%20(4).pdf?cache-buster=2025-11-11T15:49:05.293Z","source_label":"Q3 2025 shareholder letter","section":"capacity"},{"id":"platform-az-me-west1","kind":"platform","title":"New availability zone: ME-WEST1","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2025-11-06T10:52:21.385Z","detected_at":"2026-08-25T23:35:41.386Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"platform-az-us-central1","kind":"platform","title":"New availability zone: US-CENTRAL1","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2025-10-29T09:28:25.463Z","detected_at":"2026-08-25T23:35:41.386Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"platform-az-eu-west1","kind":"platform","title":"New availability zone: EU-WEST1","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2025-10-29T09:27:05.044Z","detected_at":"2026-08-25T23:35:41.386Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"platform-az-eu-north2","kind":"platform","title":"New availability zone: EU-NORTH2","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2025-10-29T09:25:45.897Z","detected_at":"2026-08-25T23:35:41.386Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"platform-az-eu-north1","kind":"platform","title":"New availability zone: EU-NORTH1","summary":"A new availability-zone record appeared on the public service surface.","why_it_matters":"A new availability zone is direct evidence that the usable cloud footprint has expanded.","caveat":null,"evidence":"external_evidence","occurred_at":"2025-10-29T09:24:25.221Z","detected_at":"2026-08-25T23:35:41.386Z","source_url":"https://status.nebius.com/api/v2/components.json","source_label":"Nebius public status page","section":"platform"},{"id":"hiring-amsterdam","kind":"hiring","title":"First data center role in Amsterdam","summary":"A data center operations role appeared in Amsterdam for the first time in the tracked history.","why_it_matters":"Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","caveat":"A job posting is evidence of activity, not confirmation that a data center will open.","evidence":"inference","occurred_at":"2025-10-29T04:18:28-04:00","detected_at":"2026-08-25T23:35:40.876Z","source_url":"https://boards-api.greenhouse.io/v1/boards/nebius/jobs","source_label":"Nebius public careers board","section":"radar"},{"id":"site-israel","kind":"site","title":"Modiin: live","summary":"Modiin is live; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"Live colocation deployment in Modiin with 4,000 NVIDIA HGX B200 systems. Power capacity was not disclosed; the map marker is city-level.","evidence":"confirmed","occurred_at":"2025-10-20","detected_at":"2025-10-20","source_url":"https://nebius.com/newsroom/nebius-brings-nvidia-blackwell-to-israel-with-one-of-the-country-s-first-ai-infrastructure-deployments","source_label":"Nebius Israel deployment announcement","section":"footprint","site_key":"israel"},{"id":"ownership-0000940594-25-000015","kind":"ownership","title":"Orbis Investment Management Limited, Allan Gray Australia Pty Ltd reduced beneficial ownership at 5.9%","summary":"SCHEDULE 13G/A reports 12,788,453 beneficial shares, equal to 5.9%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2025-09-30","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000094059425000015/xslSCHEDULE_13G_X01/primary_doc.xml","source_label":"SCHEDULE 13G/A on SEC EDGAR","section":"market"},{"id":"capacity-2025-08-07-1","kind":"capacity","title":"Contracted-power guidance moved to more than 1 GW","summary":"The company set its contracted-power guidance at more than 1 GW.","why_it_matters":"This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.","caveat":null,"evidence":"confirmed","occurred_at":"2025-08-07","detected_at":"2025-08-07","source_url":"https://assets.nebius.com/assets/98fceb3b-2951-4647-9864-4b0654af057c/Nebius%20-%20Letter%20to%20shareholders%20-%20Q2%202025.pdf?cache-buster=2025-08-26T16:52:55.017Z","source_label":"Q2 2025 shareholder letter","section":"capacity"},{"id":"ownership-0001085146-25-005177","kind":"ownership","title":"Orbis Investment Management Limited, Allan Gray Australia Pty Ltd increased beneficial ownership at 8.7%","summary":"SCHEDULE 13G/A reports 17,639,554 beneficial shares, equal to 8.7%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2025-06-30","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000108514625005177/xslSCHEDULE_13G_X01/primary_doc.xml","source_label":"SCHEDULE 13G/A on SEC EDGAR","section":"market"},{"id":"site-kansas-city","kind":"site","title":"Kansas City: live","summary":"Kansas City, MO is live; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"The cluster was live and additional compute capacity was added in July 2025. Current site-level contracted and live megawatts were not disclosed.","evidence":"confirmed","occurred_at":"2025-06-30","detected_at":"2025-06-30","source_url":"https://assets.nebius.com/assets/98fceb3b-2951-4647-9864-4b0654af057c/Nebius%20-%20Letter%20to%20shareholders%20-%20Q2%202025.pdf?cache-buster=2025-08-26T16:52:55.017Z","source_label":"Q2 2025 shareholder letter","section":"footprint","site_key":"kansas-city"},{"id":"ownership-0001085146-25-003266","kind":"ownership","title":"Orbis Investment Management Limited, Allan Gray Australia Pty Ltd reduced beneficial ownership at 6.7%","summary":"SCHEDULE 13G/A reports 15,680,459 beneficial shares, equal to 6.7%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2025-03-31","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000108514625003266/xslSCHEDULE_13G_X01/primary_doc.xml","source_label":"SCHEDULE 13G/A on SEC EDGAR","section":"market"},{"id":"ownership-0001085146-25-001440","kind":"ownership","title":"ORBIS INVESTMENT MANAGEMENT LTD, Allan Gray Australia Pty Ltd reported beneficial ownership at 7.9%","summary":"SCHEDULE 13G reports 15,703,919 beneficial shares, equal to 7.9%.","why_it_matters":"Schedule 13D/G filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","caveat":"Joint reporting persons can describe one shared position. Their reported shares are not added together.","evidence":"confirmed","occurred_at":"2024-12-31","detected_at":"2026-08-29T10:51:19.438Z","source_url":"https://www.sec.gov/Archives/edgar/data/1513845/000108514625001440/xslSCHEDULE_13G_X01/primary_doc.xml","source_label":"SCHEDULE 13G on SEC EDGAR","section":"market"},{"id":"site-paris","kind":"site","title":"Paris: live","summary":"Paris is live; capacity not separately disclosed.","why_it_matters":"Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","caveat":"The Paris colocation cluster is live; its megawatt capacity was not disclosed.","evidence":"confirmed","occurred_at":"2024-12-31","detected_at":"2024-12-31","source_url":"https://nebius.com/newsroom/nebius-group-n-v-announces-fourth-quarter-and-full-year-2024-financial-results","source_label":"Q4 2024 financial results","section":"footprint","site_key":"paris"}]}