invest1 distinct publisher
Nebius's customers fund 50-60% of capex upfront on four $1bn+ deals
Operating cash flow of $2.3bn on $582m of quarterly revenue is what customer prepayment looks like from outside. That gap tells you more about 2027 compute prices than the auction Nebius says cleared 15% high.
Publishers:quartr.com
Reality
- Evidence44
- Adoption55