Nebius' Contracted Power Guidance Continues to Surge. Here's What That Means for the Stock.

Nebius' Contracted Power Guidance Continues to Surge. Here's What That Means for the Stock.

The neocloud company is scaling its gigawatt portfolio quickly.

Nebius (NASDAQ: NBIS) Raises Contracted Power Target To 5GW As Revenue Surges 454%

Nebius Group (NASDAQ: NBIS) has raised its contracted power guidance three times in 2026, lifting its year-end target from 3 gigawatts in February to 5 gigawatts following its second-quarter results in August. The company operates as the largest neocloud provider, a category of infrastructure businesses playing a central role in meeting surging demand for artificial intelligence computing capacity. Tech giants including Meta Platforms and Micros…