AI Data Centers
Nebius Priced $5.0B Convertibles, Not the Reported $4.5B
Two releases the same day, and the trade press wrote up the first one. The upsize is $500m; the greenshoe takes the maximum to $5.75bn.
Aug 20, 2026
#Nebius
Finance AI
Nebius Grew Revenue 454% and Turned EBITDA Profit
Annualised run-rate hit $3bn at the end of June, up 598%. The company reaffirmed capex guidance roughly seven times its expected 2026 revenue.
Aug 13, 2026
Nvidia
Nvidia Discloses a 9.3% Stake in AI Cloud Provider Nebius, and the Stock Jumps
A Schedule 13G filed Monday formalizes the position Nvidia built through its $2 billion March investment — mostly warrant shares it cannot touch until September.
Jul 21, 2026
Finance AI
Nebius Raises $775 Million in Its First GPU-Collateralized Debt Deal
The Nvidia-backed neocloud borrowed against already-deployed chips and contracted cash flows — a financing structure fast becoming the AI build-out's favorite tool.
Jul 18, 2026
Open Source AI
Reflection Signs a $1B-Plus Compute Deal With Nebius
The open-model startup founded by ex-DeepMind researchers locks in more than $1 billion of AI capacity from European infrastructure firm Nebius through 2029 — the latest sign that guaranteed compute is now a startup's most valuable asset.
Jul 15, 2026
