Nebius Plans $40 Billion Spending for 2027 Buildout

1 reports archived1 independent sourcesupdated 11/13/2026, 05:27:10

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Nebius unveiled a $40 billion capital spending plan for 2027 on its Q3 earnings call, far above Wall Street expectations, to be funded through customer prepayments and contract-backed loans. Yet Microsoft is reportedly cooling on neocloud deals that miss delivery timelines, and Nebius cut its 2026 revenue forecast by $200 million to $3 billion, sending shares down 17%.

LATEST/Nebius unveiled a $40 billion capital spending plan for 2027 on its Q3 earnings call, far above Wall Street expectations, to be funded through customer prepayments and contract-backed loans. Yet Microsoft is reportedly cooling on neocloud deals that miss delivery timelines, and Nebius cut its 2026 revenue forecast by $200 million to $3 billion, sending shares down 17%.

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TechCrunch AIT2Nov 13, 05:27·78 pts
Nebius Plans $40 Billion Spending for 2027 Buildout
- Nebius plans $40B in 2027 capex, far above expectations, funded by customer prepayments and contract-backed loans
- Microsoft is reportedly souring on neoclouds with delivery delays; Nebius cut its 2026 revenue forecast by $200M to $3B
- Q3 revenue hit $981M, up 571% YoY, but roughly a third was a one-time partnership payment; shares fell 17%
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