Infrastructure & Chips
Nebius guides to $40 to $45 billion of 2027 AI capex as Q3 revenue jumps 571% and Microsoft capacity slips
Nebius reported Q3 2026 revenue of $980.8 million on November 12 and told shareholders it plans $40 billion to $45 billion of capex in 2027 for more than one gigawatt of new capacity, saying prepayments and asset-backed …