[{"data":1,"prerenderedAt":529},["ShallowReactive",2],{"$f27chljwo3kfkh":3},{"as_of":4,"signals":5},"2026-08-29",[6,17,30,42,46,50,63,67,73,76,82,85,90,93,102,108,113,121,127,132,137,148,153,157,161,170,174,178,181,186,190,198,203,207,213,219,225,229,232,235,240,246,251,258,265,272,279,286,293,298,303,309,314,321,327,332,337,342,346,351,355,358,362,367,371,374,378,383,389,394,400,405,410,415,421,427,432,437,442,447,452,459,464,468,474,478,482,486,490,494,499,505,511,517,523],{"id":7,"kind":8,"title":9,"summary":10,"why_it_matters":11,"caveat":12,"evidence":13,"occurred_at":4,"detected_at":4,"source_url":14,"source_label":15,"section":16},"pricing-coreweave-h100-2026-08-29","pricing","CoreWeave changed its H100 list-price range","The published range moved from $6.16 to $19.71 to $1.25 to $19.71 per GPU-hour.","List-price changes show how public cloud positioning moves across comparable GPU products. Negotiated customer prices may differ.","This is a detected public list-price change, not a transaction price or a daily market quote.","external_evidence","https:\u002F\u002Fwww.coreweave.com\u002Fpricing","CoreWeave public pricing page","prices",{"id":18,"kind":19,"title":20,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":25,"detected_at":26,"source_url":27,"source_label":28,"section":29},"filing-0001104659-26-101076","filing","6-K filed: FORM 6-K","Nebius filed 6-K with the SEC.","This is a new primary-source document. Open the filing before relying on a summary of it.",null,"confirmed","2026-08-26","2026-08-29T14:48:55.258Z","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926101076\u002Ftm2624077d1_6k.htm","SEC EDGAR","filings",{"id":31,"kind":32,"title":33,"summary":34,"why_it_matters":35,"caveat":36,"evidence":37,"occurred_at":25,"detected_at":25,"source_url":38,"source_label":39,"section":40,"site_key":41},"site-missouri-second","site","Missouri (second site): possible location","Independence, MO appears in the possible-site record; capacity not separately disclosed.","This is a possible addition to the footprint before a company announcement.","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.","inference","https:\u002F\u002Fnebius.com\u002Finvestor-relations","Inferred: Missouri listed separately from Kansas City in the Q2 2026 site map","footprint","missouri-second",{"id":43,"kind":19,"title":20,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":44,"detected_at":26,"source_url":45,"source_label":28,"section":29},"filing-0001104659-26-100347","2026-08-24","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926100347\u002Ftm2623863d1_6k.htm",{"id":47,"kind":19,"title":20,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":48,"detected_at":26,"source_url":49,"source_label":28,"section":29},"filing-0001104659-26-098924","2026-08-20","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926098924\u002Ftm2623617d1_6k.htm",{"id":51,"kind":52,"title":53,"summary":54,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":57,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":62},"hiring-ma-ntsa-la","hiring","First data center role in Mäntsälä","A data center operations role appeared in Mäntsälä for the first time in the tracked history.","Hiring can appear before a site announcement. This record preserves the first public trace after the job closes.","A job posting is evidence of activity, not confirmation that a data center will open.","2026-08-19T11:35:04-04:00","2026-08-25T23:35:40.876Z","https:\u002F\u002Fboards-api.greenhouse.io\u002Fv1\u002Fboards\u002Fnebius\u002Fjobs","Nebius public careers board","radar","mantsala",{"id":64,"kind":19,"title":20,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":65,"detected_at":26,"source_url":66,"source_label":28,"section":29},"filing-0001104659-26-098590","2026-08-19","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926098590\u002Ftm2623513d1_6k.htm",{"id":68,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":71,"detected_at":26,"source_url":72,"source_label":28,"section":29},"filing-0001513845-26-000092","4 filed: PRIMARY DOCUMENT","Nebius filed 4 with the SEC.","2026-08-18","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000092\u002FxslF345X06\u002Fform4.xml",{"id":74,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":71,"detected_at":26,"source_url":75,"source_label":28,"section":29},"filing-0001513845-26-000090","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000090\u002FxslF345X06\u002Fform4.xml",{"id":77,"kind":19,"title":78,"summary":79,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":80,"detected_at":26,"source_url":81,"source_label":28,"section":29},"filing-0001973379-26-000293","144 filed: 144","Nebius filed 144 with the SEC.","2026-08-14","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000197337926000293\u002Fxsl144X01\u002Fprimary_doc.xml",{"id":83,"kind":19,"title":78,"summary":79,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":80,"detected_at":26,"source_url":84,"source_label":28,"section":29},"filing-0001950047-26-008147","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000195004726008147\u002Fxsl144X01\u002Fprimary_doc.xml",{"id":86,"kind":19,"title":87,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":88,"detected_at":26,"source_url":89,"source_label":28,"section":29},"filing-0001104659-26-094844","6-K filed: 6-K","2026-08-12","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926094844\u002Fnbis-20260812x6k.htm",{"id":91,"kind":19,"title":20,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":88,"detected_at":26,"source_url":92,"source_label":28,"section":29},"filing-0001104659-26-094568","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926094568\u002Ftm2622968d1_6k.htm",{"id":94,"kind":95,"title":96,"summary":97,"why_it_matters":98,"caveat":23,"evidence":13,"occurred_at":99,"detected_at":99,"source_url":100,"source_label":101,"section":95},"platform-model-nvidia-nemotron-3-5-lightning-2026-08-11","platform","Model added: nvidia\u002FNemotron-3_5-Lightning","nvidia\u002FNemotron-3_5-Lightning appeared in the Nebius model catalogue.","Catalogue additions show how quickly the software layer follows upstream model releases.","2026-08-11T00:00:00.000Z","https:\u002F\u002Ftokenfactory.nebius.com","Nebius Token Factory catalogue",{"id":103,"kind":19,"title":104,"summary":105,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":106,"detected_at":26,"source_url":107,"source_label":28,"section":29},"filing-0000886982-26-000308","SCHEDULE 13G\u002FA filed: SCHEDULE 13G\u002FA","Nebius filed SCHEDULE 13G\u002FA with the SEC.","2026-08-07","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000088698226000308\u002FxslSCHEDULE_13G_X02\u002Fprimary_doc.xml",{"id":109,"kind":19,"title":110,"summary":111,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":106,"detected_at":26,"source_url":112,"source_label":28,"section":29},"filing-0000886982-26-000305","SCHEDULE 13G filed: SCHEDULE 13G","Nebius filed SCHEDULE 13G with the SEC.","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000088698226000305\u002FxslSCHEDULE_13G_X02\u002Fprimary_doc.xml",{"id":114,"kind":115,"title":116,"summary":117,"why_it_matters":118,"caveat":119,"evidence":24,"occurred_at":106,"detected_at":106,"source_url":38,"source_label":120,"section":115},"capacity-2026-08-07-5","capacity","Contracted-power guidance moved to 5 GW","The company set its contracted-power guidance at 5 GW.","This changes the amount of secured land and power in the build pipeline. It does not mean that the capacity is connected or active.","Date approximate — verify against the letter.","Q2 2026 shareholder letter",{"id":122,"kind":19,"title":123,"summary":124,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":125,"detected_at":26,"source_url":126,"source_label":28,"section":29},"filing-0001513845-26-000088","4\u002FA filed: PRIMARY DOCUMENT","Nebius filed 4\u002FA with the SEC.","2026-08-05","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000088\u002FxslF345X06\u002Fform4a.xml",{"id":128,"kind":95,"title":129,"summary":130,"why_it_matters":98,"caveat":23,"evidence":13,"occurred_at":131,"detected_at":131,"source_url":100,"source_label":101,"section":95},"platform-model-minimaxai-minimax-m3-2026-07-31","Model added: MiniMaxAI\u002FMiniMax-M3","MiniMaxAI\u002FMiniMax-M3 appeared in the Nebius model catalogue.","2026-07-31T10:21:07.000Z",{"id":133,"kind":95,"title":134,"summary":135,"why_it_matters":98,"caveat":23,"evidence":13,"occurred_at":136,"detected_at":136,"source_url":100,"source_label":101,"section":95},"platform-model-deepseek-ai-deepseek-v4-flash-0731-2026-07-31","Model added: deepseek-ai\u002FDeepSeek-V4-Flash-0731","deepseek-ai\u002FDeepSeek-V4-Flash-0731 appeared in the Nebius model catalogue.","2026-07-31T00:00:00.000Z",{"id":138,"kind":139,"title":140,"summary":141,"why_it_matters":142,"caveat":143,"evidence":24,"occurred_at":144,"detected_at":145,"source_url":107,"source_label":146,"section":147},"ownership-0000886982-26-000308","ownership","THE GOLDMAN SACHS GROUP, INC., GOLDMAN SACHS & CO. LLC increased beneficial ownership at 10.5%","SCHEDULE 13G\u002FA reports 23,111,112.59 beneficial shares, equal to 10.5%.","Schedule 13D\u002FG filings identify investors whose beneficial ownership crosses the SEC reporting threshold.","Joint reporting persons can describe one shared position. Their reported shares are not added together.","2026-07-31","2026-08-29T10:51:19.438Z","SCHEDULE 13G\u002FA on SEC EDGAR","market",{"id":149,"kind":95,"title":150,"summary":151,"why_it_matters":98,"caveat":23,"evidence":13,"occurred_at":152,"detected_at":152,"source_url":100,"source_label":101,"section":95},"platform-model-moonshotai-kimi-k3-2026-07-27","Model added: moonshotai\u002FKimi-K3","moonshotai\u002FKimi-K3 appeared in the Nebius model catalogue.","2026-07-27T00:00:00.000Z",{"id":154,"kind":19,"title":20,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":155,"detected_at":26,"source_url":156,"source_label":28,"section":29},"filing-0001104659-26-087080","2026-07-27","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926087080\u002Ftm2621374d1_6k.htm",{"id":158,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":159,"detected_at":26,"source_url":160,"source_label":28,"section":29},"filing-0001513845-26-000086","2026-07-24","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000086\u002FxslF345X06\u002Fform4.xml",{"id":162,"kind":95,"title":163,"summary":164,"why_it_matters":165,"caveat":23,"evidence":13,"occurred_at":166,"detected_at":167,"source_url":168,"source_label":169,"section":95},"platform-az-eu-west2","New availability zone: EU-WEST2","A new availability-zone record appeared on the public service surface.","A new availability zone is direct evidence that the usable cloud footprint has expanded.","2026-07-20T14:29:15.599Z","2026-08-25T23:35:41.386Z","https:\u002F\u002Fstatus.nebius.com\u002Fapi\u002Fv2\u002Fcomponents.json","Nebius public status page",{"id":171,"kind":19,"title":110,"summary":111,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":172,"detected_at":26,"source_url":173,"source_label":28,"section":29},"filing-0001045810-26-000062","2026-07-20","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000104581026000062\u002FxslSCHEDULE_13G_X01\u002Fprimary_doc.xml",{"id":175,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":176,"detected_at":26,"source_url":177,"source_label":28,"section":29},"filing-0001513845-26-000084","2026-07-17","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000084\u002FxslF345X06\u002Fform4.xml",{"id":179,"kind":19,"title":20,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":176,"detected_at":26,"source_url":180,"source_label":28,"section":29},"filing-0001104659-26-084452","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926084452\u002Ftm2620683d1_6k.htm",{"id":182,"kind":52,"title":183,"summary":184,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":185,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-singapore","First data center role in Singapore","A data center operations role appeared in Singapore for the first time in the tracked history.","2026-07-15T03:52:12-04:00",{"id":187,"kind":19,"title":78,"summary":79,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":188,"detected_at":26,"source_url":189,"source_label":28,"section":29},"filing-0001950047-26-007111","2026-07-15","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000195004726007111\u002Fxsl144X01\u002Fprimary_doc.xml",{"id":191,"kind":192,"title":193,"summary":194,"why_it_matters":195,"caveat":23,"evidence":24,"occurred_at":188,"detected_at":188,"source_url":196,"source_label":197,"section":192},"funding-facility-2026-07-15","funding","New asset-backed facility: $775M","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.","Asset-backed financing can fund deployed infrastructure without issuing the same amount of equity.","https:\u002F\u002Fnebius.com\u002Fnewsroom","Asset-backed facility, July 2026",{"id":199,"kind":52,"title":200,"summary":201,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":202,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-mumbai","First data center role in Mumbai","A data center operations role appeared in Mumbai for the first time in the tracked history.","2026-07-14T04:11:13-04:00",{"id":204,"kind":52,"title":205,"summary":206,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":202,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-hyderabad","First data center role in Hyderabad","A data center operations role appeared in Hyderabad for the first time in the tracked history.",{"id":208,"kind":52,"title":209,"summary":210,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":211,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":212},"hiring-tallinn","First data center role in Tallinn","A data center operations role appeared in Tallinn for the first time in the tracked history.","2026-07-13T08:00:19-04:00","estonia",{"id":214,"kind":139,"title":215,"summary":216,"why_it_matters":142,"caveat":143,"evidence":24,"occurred_at":217,"detected_at":145,"source_url":173,"source_label":218,"section":147},"ownership-0001045810-26-000062","NVIDIA Corporation reported beneficial ownership at 9.3%","SCHEDULE 13G reports 22,256,412 beneficial shares, equal to 9.3%.","2026-07-13","SCHEDULE 13G on SEC EDGAR",{"id":220,"kind":19,"title":221,"summary":222,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":223,"detected_at":26,"source_url":224,"source_label":28,"section":29},"filing-0001513845-26-000082","3 filed: PRIMARY DOCUMENT","Nebius filed 3 with the SEC.","2026-07-08","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000082\u002FxslF345X06\u002Fform3.xml",{"id":226,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":227,"detected_at":26,"source_url":228,"source_label":28,"section":29},"filing-0001513845-26-000080","2026-07-06","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000080\u002FxslF345X06\u002Fform4.xml",{"id":230,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":227,"detected_at":26,"source_url":231,"source_label":28,"section":29},"filing-0001513845-26-000078","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000078\u002FxslF345X06\u002Fform4.xml",{"id":233,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":227,"detected_at":26,"source_url":234,"source_label":28,"section":29},"filing-0001513845-26-000076","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000076\u002FxslF345X06\u002Fform4.xml",{"id":236,"kind":139,"title":237,"summary":238,"why_it_matters":142,"caveat":143,"evidence":24,"occurred_at":239,"detected_at":145,"source_url":112,"source_label":218,"section":147},"ownership-0000886982-26-000305","THE GOLDMAN SACHS GROUP, INC., GOLDMAN SACHS & CO. LLC reported beneficial ownership at 7.2%","SCHEDULE 13G reports 15,896,355.61 beneficial shares, equal to 7.2%.","2026-06-30",{"id":241,"kind":32,"title":242,"summary":243,"why_it_matters":244,"caveat":245,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":120,"section":40,"site_key":62},"site-mantsala","Mäntsälä: live","Mäntsälä is live; 145 MW contracted.","Site-level delivery shows where contracted power can become connected and then revenue-producing capacity.","Operator-maintained estimate — verify against filings.",{"id":247,"kind":32,"title":248,"summary":249,"why_it_matters":244,"caveat":245,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":120,"section":40,"site_key":250},"site-kansas-city","Kansas City: live","Kansas City, MO is live; 190 MW contracted.","kansas-city",{"id":252,"kind":32,"title":253,"summary":254,"why_it_matters":244,"caveat":255,"evidence":256,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":120,"section":40,"site_key":257},"site-vineland","Vineland NJ: construction","Vineland, NJ is under construction; 800 MW contracted.","Capacity dedicated in large part to the Microsoft commitment. Operator-maintained estimate.","company_target","vineland",{"id":259,"kind":32,"title":260,"summary":261,"why_it_matters":244,"caveat":245,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":262,"source_label":263,"section":40,"site_key":264},"site-london","London: live","London is live; 60 MW contracted.","https:\u002F\u002Fstatus.nebius.com","UK-SOUTH1 availability zone on the public status page","london",{"id":266,"kind":32,"title":267,"summary":268,"why_it_matters":244,"caveat":269,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":270,"section":40,"site_key":271},"site-paris","Paris: live","Paris is live; 10 MW contracted.","Colocation site. Operator-maintained estimate.","Colocation deployment announcement","paris",{"id":273,"kind":32,"title":274,"summary":275,"why_it_matters":244,"caveat":276,"evidence":256,"occurred_at":239,"detected_at":239,"source_url":196,"source_label":277,"section":40,"site_key":278},"site-schuylkill","Schuylkill County: announced","Butler Township, PA is announced; 1,000 MW contracted.","Published schedule: 260MW by Oct 2027, 660MW by Jan 2029, over 1GW by Nov 2029. Phases 1–2 (~600MW) are zoned but not fully permitted.","Highridge Business Park project page","schuylkill",{"id":280,"kind":32,"title":281,"summary":282,"why_it_matters":244,"caveat":283,"evidence":256,"occurred_at":239,"detected_at":239,"source_url":196,"source_label":284,"section":40,"site_key":285},"site-birmingham","Birmingham: construction","Oxmoor Valley, AL is under construction; 300 MW contracted.","Initial phase commissioning Q4 2026, full build through 2028. Zoning and permit validity under legal challenge, non-jury trial 8 Mar 2027.","Oxmoor Valley project page","birmingham",{"id":287,"kind":32,"title":288,"summary":289,"why_it_matters":244,"caveat":290,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":291,"section":40,"site_key":292},"site-minnesota","Minnesota: announced","Minneapolis metro is announced; capacity not separately disclosed.","Capacity not separately disclosed.","Q2 2026 shareholder letter — site map","minnesota",{"id":294,"kind":32,"title":295,"summary":296,"why_it_matters":244,"caveat":290,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":291,"section":40,"site_key":297},"site-oklahoma","Oklahoma: announced","Oklahoma is announced; capacity not separately disclosed.","oklahoma",{"id":299,"kind":32,"title":300,"summary":301,"why_it_matters":244,"caveat":290,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":291,"section":40,"site_key":302},"site-iceland","Iceland: announced","Reykjanesbær is announced; capacity not separately disclosed.","iceland",{"id":304,"kind":32,"title":305,"summary":306,"why_it_matters":244,"caveat":307,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":308,"section":40,"site_key":212},"site-estonia","Estonia: announced","Tallinn is announced; capacity not separately disclosed.","Added to the pipeline in Q2 2026.","Q2 2026 shareholder letter — new site added in Q2",{"id":310,"kind":32,"title":311,"summary":312,"why_it_matters":244,"caveat":290,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":291,"section":40,"site_key":313},"site-spain","Spain: announced","Spain is announced; capacity not separately disclosed.","spain",{"id":315,"kind":32,"title":316,"summary":317,"why_it_matters":244,"caveat":318,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":319,"section":40,"site_key":320},"site-newport","Newport: announced","Newport, Wales is announced; capacity not separately disclosed.","One of two additional UK sites added in Q2 2026.","Q2 2026 shareholder letter — two additional UK sites","newport",{"id":322,"kind":32,"title":323,"summary":324,"why_it_matters":244,"caveat":325,"evidence":24,"occurred_at":239,"detected_at":239,"source_url":38,"source_label":308,"section":40,"site_key":326},"site-finland-2","Finland (second site): announced","Lappeenranta is announced; capacity not separately disclosed.","Added to the pipeline in Q2 2026. Location inferred from the company's Finnish hiring footprint.","finland-2",{"id":328,"kind":52,"title":329,"summary":330,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":331,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":320},"hiring-newport","First data center role in Newport","A data center operations role appeared in Newport for the first time in the tracked history.","2026-06-19T08:17:21-04:00",{"id":333,"kind":52,"title":334,"summary":335,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":336,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-modi-in","First data center role in Modi'in","A data center operations role appeared in Modi'in for the first time in the tracked history.","2026-06-18T10:45:54-04:00",{"id":338,"kind":95,"title":339,"summary":340,"why_it_matters":98,"caveat":23,"evidence":13,"occurred_at":341,"detected_at":341,"source_url":100,"source_label":101,"section":95},"platform-model-moonshotai-kimi-k2-7-code-2026-06-18","Model added: moonshotai\u002FKimi-K2.7-Code","moonshotai\u002FKimi-K2.7-Code appeared in the Nebius model catalogue.","2026-06-18T00:00:00.000Z",{"id":343,"kind":19,"title":20,"summary":21,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":344,"detected_at":26,"source_url":345,"source_label":28,"section":29},"filing-0001104659-26-074352","2026-06-16","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000110465926074352\u002Ftm2618059d1_6k.htm",{"id":347,"kind":95,"title":348,"summary":349,"why_it_matters":98,"caveat":23,"evidence":13,"occurred_at":350,"detected_at":350,"source_url":100,"source_label":101,"section":95},"platform-model-zai-org-glm-5-2-2026-06-15","Model added: zai-org\u002FGLM-5.2","zai-org\u002FGLM-5.2 appeared in the Nebius model catalogue.","2026-06-15T00:00:00.000Z",{"id":352,"kind":19,"title":78,"summary":79,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":353,"detected_at":26,"source_url":354,"source_label":28,"section":29},"filing-0001950047-26-006113","2026-06-15","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000195004726006113\u002Fxsl144X01\u002Fprimary_doc.xml",{"id":356,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":353,"detected_at":26,"source_url":357,"source_label":28,"section":29},"filing-0001513845-26-000074","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000074\u002FxslF345X06\u002Fform4.xml",{"id":359,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":360,"detected_at":26,"source_url":361,"source_label":28,"section":29},"filing-0001513845-26-000072","2026-06-05","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000072\u002FxslF345X06\u002Fform4.xml",{"id":363,"kind":95,"title":364,"summary":365,"why_it_matters":98,"caveat":23,"evidence":13,"occurred_at":366,"detected_at":366,"source_url":100,"source_label":101,"section":95},"platform-model-nvidia-nemotron-3-ultra-550b-a55b-2026-06-04","Model added: nvidia\u002FNemotron-3-Ultra-550b-a55b","nvidia\u002FNemotron-3-Ultra-550b-a55b appeared in the Nebius model catalogue.","2026-06-04T00:00:00.000Z",{"id":368,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":369,"detected_at":26,"source_url":370,"source_label":28,"section":29},"filing-0001513845-26-000070","2026-06-03","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000070\u002FxslF345X06\u002Fform4.xml",{"id":372,"kind":19,"title":69,"summary":70,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":369,"detected_at":26,"source_url":373,"source_label":28,"section":29},"filing-0001513845-26-000068","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000151384526000068\u002FxslF345X06\u002Fform4.xml",{"id":375,"kind":19,"title":78,"summary":79,"why_it_matters":22,"caveat":23,"evidence":24,"occurred_at":376,"detected_at":26,"source_url":377,"source_label":28,"section":29},"filing-0001973379-26-000218","2026-06-02","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000197337926000218\u002Fxsl144X01\u002Fprimary_doc.xml",{"id":379,"kind":95,"title":380,"summary":381,"why_it_matters":98,"caveat":23,"evidence":13,"occurred_at":382,"detected_at":382,"source_url":100,"source_label":101,"section":95},"platform-model-deepseek-ai-deepseek-v4-flash-2026-06-01","Model added: deepseek-ai\u002FDeepSeek-V4-Flash","deepseek-ai\u002FDeepSeek-V4-Flash appeared in the Nebius model catalogue.","2026-06-01T00:00:00.000Z",{"id":384,"kind":139,"title":385,"summary":386,"why_it_matters":142,"caveat":143,"evidence":24,"occurred_at":387,"detected_at":145,"source_url":388,"source_label":218,"section":147},"ownership-0000935836-26-000303","Situational Awareness LP, SAF AI GP LP, Situational Awareness LLC, Situational Awareness Partners LP, Leopold Aschenbrenner, Carl Shulman reported beneficial ownership at 5.6%","SCHEDULE 13G reports 12,410,060 beneficial shares, equal to 5.6%.","2026-05-19","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000093583626000303\u002FxslSCHEDULE_13G_X02\u002Fprimary_doc.xml",{"id":390,"kind":52,"title":391,"summary":392,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":393,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":326},"hiring-lappeenranta","First data center role in Lappeenranta","A data center operations role appeared in Lappeenranta for the first time in the tracked history.","2026-05-15T10:53:44-04:00",{"id":395,"kind":115,"title":396,"summary":397,"why_it_matters":118,"caveat":119,"evidence":24,"occurred_at":398,"detected_at":398,"source_url":38,"source_label":399,"section":115},"capacity-2026-05-14-4","Contracted-power guidance moved to more than 4 GW","The company set its contracted-power guidance at more than 4 GW.","2026-05-14","Q1 2026 shareholder letter",{"id":401,"kind":52,"title":402,"summary":403,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":404,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":250},"hiring-kansas-city","First data center role in Kansas City","A data center operations role appeared in Kansas City for the first time in the tracked history.","2026-03-19T13:33:51-04:00",{"id":406,"kind":52,"title":407,"summary":408,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":409,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-oklahoma-city","First data center role in Oklahoma City","A data center operations role appeared in Oklahoma City for the first time in the tracked history.","2026-03-02T14:38:39-05:00",{"id":411,"kind":52,"title":412,"summary":413,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":414,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":292},"hiring-minneapolis","First data center role in Minneapolis","A data center operations role appeared in Minneapolis for the first time in the tracked history.","2026-02-20T17:19:21-05:00",{"id":416,"kind":115,"title":417,"summary":418,"why_it_matters":118,"caveat":119,"evidence":24,"occurred_at":419,"detected_at":419,"source_url":38,"source_label":420,"section":115},"capacity-2026-02-19-3","Contracted-power guidance moved to more than 3 GW","The company set its contracted-power guidance at more than 3 GW.","2026-02-19","Q4 2025 shareholder letter",{"id":422,"kind":52,"title":423,"summary":424,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":425,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":426},"hiring-tel-aviv","First data center role in Tel Aviv","A data center operations role appeared in Tel Aviv for the first time in the tracked history.","2026-02-04T09:28:51-05:00","israel",{"id":428,"kind":52,"title":429,"summary":430,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":431,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-be-thune","First data center role in Béthune","A data center operations role appeared in Béthune for the first time in the tracked history.","2026-02-03T04:16:41-05:00",{"id":433,"kind":52,"title":434,"summary":435,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":436,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":264},"hiring-london","First data center role in London","A data center operations role appeared in London for the first time in the tracked history.","2026-01-28T13:35:47-05:00",{"id":438,"kind":52,"title":439,"summary":440,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":441,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":257},"hiring-vineland","First data center role in Vineland","A data center operations role appeared in Vineland for the first time in the tracked history.","2026-01-27T16:22:21-05:00",{"id":443,"kind":52,"title":444,"summary":445,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":446,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-philadelphia","First data center role in Philadelphia","A data center operations role appeared in Philadelphia for the first time in the tracked history.","2026-01-26T15:45:57-05:00",{"id":448,"kind":52,"title":449,"summary":450,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":451,"detected_at":58,"source_url":59,"source_label":60,"section":61,"site_key":285},"hiring-birmingham","First data center role in Birmingham","A data center operations role appeared in Birmingham for the first time in the tracked history.","2026-01-09T15:39:00-05:00",{"id":453,"kind":139,"title":454,"summary":455,"why_it_matters":456,"caveat":143,"evidence":24,"occurred_at":457,"detected_at":145,"source_url":458,"source_label":146,"section":147},"ownership-0000940594-26-000014","Orbis Investment Management Limited reported ownership below 5%","SCHEDULE 13G\u002FA reports 1.5% beneficial ownership and marks the filer below the 5% threshold.","The filing removes this reporting group from the current 5%+ register while preserving its history.","2025-12-31","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000094059426000014\u002FxslSCHEDULE_13G_X01\u002Fprimary_doc.xml",{"id":460,"kind":52,"title":461,"summary":462,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":463,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-new-york","First data center role in New York","A data center operations role appeared in New York for the first time in the tracked history.","2025-11-24T14:29:07-05:00",{"id":465,"kind":95,"title":466,"summary":164,"why_it_matters":165,"caveat":23,"evidence":13,"occurred_at":467,"detected_at":167,"source_url":168,"source_label":169,"section":95},"platform-az-uk-south1","New availability zone: UK-SOUTH1","2025-11-17T10:36:45.071Z",{"id":469,"kind":115,"title":470,"summary":471,"why_it_matters":118,"caveat":119,"evidence":24,"occurred_at":472,"detected_at":472,"source_url":38,"source_label":473,"section":115},"capacity-2025-11-11-2-5","Contracted-power guidance moved to more than 2.5 GW","The company set its contracted-power guidance at more than 2.5 GW.","2025-11-11","Q3 2025 shareholder letter",{"id":475,"kind":95,"title":476,"summary":164,"why_it_matters":165,"caveat":23,"evidence":13,"occurred_at":477,"detected_at":167,"source_url":168,"source_label":169,"section":95},"platform-az-me-west1","New availability zone: ME-WEST1","2025-11-06T10:52:21.385Z",{"id":479,"kind":95,"title":480,"summary":164,"why_it_matters":165,"caveat":23,"evidence":13,"occurred_at":481,"detected_at":167,"source_url":168,"source_label":169,"section":95},"platform-az-us-central1","New availability zone: US-CENTRAL1","2025-10-29T09:28:25.463Z",{"id":483,"kind":95,"title":484,"summary":164,"why_it_matters":165,"caveat":23,"evidence":13,"occurred_at":485,"detected_at":167,"source_url":168,"source_label":169,"section":95},"platform-az-eu-west1","New availability zone: EU-WEST1","2025-10-29T09:27:05.044Z",{"id":487,"kind":95,"title":488,"summary":164,"why_it_matters":165,"caveat":23,"evidence":13,"occurred_at":489,"detected_at":167,"source_url":168,"source_label":169,"section":95},"platform-az-eu-north2","New availability zone: EU-NORTH2","2025-10-29T09:25:45.897Z",{"id":491,"kind":95,"title":492,"summary":164,"why_it_matters":165,"caveat":23,"evidence":13,"occurred_at":493,"detected_at":167,"source_url":168,"source_label":169,"section":95},"platform-az-eu-north1","New availability zone: EU-NORTH1","2025-10-29T09:24:25.221Z",{"id":495,"kind":52,"title":496,"summary":497,"why_it_matters":55,"caveat":56,"evidence":37,"occurred_at":498,"detected_at":58,"source_url":59,"source_label":60,"section":61},"hiring-amsterdam","First data center role in Amsterdam","A data center operations role appeared in Amsterdam for the first time in the tracked history.","2025-10-29T04:18:28-04:00",{"id":500,"kind":139,"title":501,"summary":502,"why_it_matters":142,"caveat":143,"evidence":24,"occurred_at":503,"detected_at":145,"source_url":504,"source_label":146,"section":147},"ownership-0000940594-25-000015","Orbis Investment Management Limited, Allan Gray Australia Pty Ltd reduced beneficial ownership at 5.9%","SCHEDULE 13G\u002FA reports 12,788,453 beneficial shares, equal to 5.9%.","2025-09-30","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000094059425000015\u002FxslSCHEDULE_13G_X01\u002Fprimary_doc.xml",{"id":506,"kind":115,"title":507,"summary":508,"why_it_matters":118,"caveat":23,"evidence":24,"occurred_at":509,"detected_at":509,"source_url":38,"source_label":510,"section":115},"capacity-2025-08-07-1","Contracted-power guidance moved to more than 1 GW","The company set its contracted-power guidance at more than 1 GW.","2025-08-07","Q2 2025 shareholder letter",{"id":512,"kind":139,"title":513,"summary":514,"why_it_matters":142,"caveat":143,"evidence":24,"occurred_at":515,"detected_at":145,"source_url":516,"source_label":146,"section":147},"ownership-0001085146-25-005177","Orbis Investment Management Limited, Allan Gray Australia Pty Ltd increased beneficial ownership at 8.7%","SCHEDULE 13G\u002FA reports 17,639,554 beneficial shares, equal to 8.7%.","2025-06-30","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000108514625005177\u002FxslSCHEDULE_13G_X01\u002Fprimary_doc.xml",{"id":518,"kind":139,"title":519,"summary":520,"why_it_matters":142,"caveat":143,"evidence":24,"occurred_at":521,"detected_at":145,"source_url":522,"source_label":146,"section":147},"ownership-0001085146-25-003266","Orbis Investment Management Limited, Allan Gray Australia Pty Ltd reduced beneficial ownership at 6.7%","SCHEDULE 13G\u002FA reports 15,680,459 beneficial shares, equal to 6.7%.","2025-03-31","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000108514625003266\u002FxslSCHEDULE_13G_X01\u002Fprimary_doc.xml",{"id":524,"kind":139,"title":525,"summary":526,"why_it_matters":142,"caveat":143,"evidence":24,"occurred_at":527,"detected_at":145,"source_url":528,"source_label":218,"section":147},"ownership-0001085146-25-001440","ORBIS INVESTMENT MANAGEMENT LTD, Allan Gray Australia Pty Ltd reported beneficial ownership at 7.9%","SCHEDULE 13G reports 15,703,919 beneficial shares, equal to 7.9%.","2024-12-31","https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1513845\u002F000108514625001440\u002FxslSCHEDULE_13G_X01\u002Fprimary_doc.xml",1788014959949]