[{"data":1,"prerenderedAt":73},["ShallowReactive",2],{"snapshot:demand":3},{"section":4,"built_at":5,"as_of":6,"stale":7,"data":8},"demand","2026-08-29T14:48:55.243Z","2026-06-30",false,{"commitments":9,"arr":16,"revenue_q":21,"backlog_years":26,"customers":27,"concentration":61},{"value":10,"unit":11,"as_of":6,"source_url":12,"source_label":13,"reading_key":14,"note":15},40000000000,"USD","https:\u002F\u002Fassets.nebius.com\u002Fassets\u002Fa6ecfd85-a6cb-4967-8ef7-9a25bd261f9c\u002FSHLQ226.pdf?cache-buster=2026-08-12T11:54:46.695Z","Q2 2026 shareholder letter","commitments","Company disclosed more than $40B of customer commitments; the stored value is the disclosed lower bound.",{"value":17,"unit":11,"as_of":6,"source_url":18,"source_label":13,"reading_key":19,"note":20},3000000000,"https:\u002F\u002Fnebius.com\u002Finvestor-relations","arr",null,{"value":22,"unit":11,"as_of":6,"source_url":23,"source_label":24,"reading_key":25,"note":20},582300000,"https:\u002F\u002Fassets.nebius.com\u002Fassets\u002F72a8c258-bbb7-4df7-ab9d-8698f6cb88fc\u002FPR.pdf?cache-buster=2026-08-12T11:54:07.336Z","Q2 2026 financial results, consolidated results","revenue",13.333333333333334,[28,38,44,51,53,57],{"name":29,"credit_tier":30,"commitment_usd":31,"term_years":32,"detail":33,"as_of":34,"source_url":35,"source_label":36,"kind":37},"Microsoft","investment_grade",17400000000,5,"Multi-year capacity agreement of $17.4B through 2031, expandable to $19.4B, served from Vineland NJ. All required tranches delivered to date.","2025-09-08","https:\u002F\u002Fnebius.com\u002Fnewsroom","Company press release, 8 Sep 2025","named",{"name":39,"credit_tier":30,"commitment_usd":17,"term_years":20,"detail":40,"as_of":41,"source_url":42,"source_label":43,"kind":37},"Meta","Reported ~$3B capacity agreement. Reported by press; not confirmed in detail by the company.","2025-11-15","https:\u002F\u002Fwww.reuters.com\u002Ftechnology\u002F","Press reports, Nov 2025",{"name":45,"credit_tier":46,"commitment_usd":47,"term_years":48,"detail":49,"as_of":6,"source_url":18,"source_label":13,"note":50,"kind":37},"Reflection","venture_backed",1000000000,2,"One of four landmark Q2 2026 mid-term deals, each above $1B total contract value at $20–25M per MW.","Contract value is the disclosed per-deal floor of 'more than $1B', not a confirmed figure.",{"name":52,"credit_tier":46,"commitment_usd":47,"term_years":48,"detail":49,"as_of":6,"source_url":18,"source_label":13,"note":50,"kind":37},"Cohere",{"name":54,"credit_tier":46,"commitment_usd":47,"term_years":48,"detail":55,"as_of":6,"source_url":18,"source_label":13,"kind":56},"Unnamed US neolab","Frontier model developer. One of the four landmark Q2 2026 mid-term deals, above $1B total contract value.","mystery",{"name":58,"credit_tier":59,"commitment_usd":47,"term_years":48,"detail":60,"as_of":6,"source_url":18,"source_label":13,"kind":56},"Unnamed quantitative trading firm","undisclosed","Large US-based quant firm. One of the four landmark Q2 2026 mid-term deals, above $1B total contract value.",{"top1_pct":62,"top3_pct":63,"disclosed_usd":64,"by_tier":65},0.7131147540983607,0.8770491803278688,24400000000,[66,69,71],{"tier":30,"usd":67,"pct":68},20400000000,0.8360655737704918,{"tier":46,"usd":17,"pct":70},0.12295081967213115,{"tier":59,"usd":47,"pct":72},0.040983606557377046,1788014960613]