Nebius CRO says 2027 AI compute capacity could sell out immediately, 1 GW of Vera Rubin capacity coming next year

Nebius CRO Marc Boroditsky says there is a lot of upside to pricing in the market today and that Nebius could sell out its entire 2027 AI compute capacity immediately at current prices, with customers already trying to secure capacity into 2028. He says Nebius has a gigawatt of Nvidia Vera Rubin capacity coming next year with significant demand already lined up.

Detected & updated continuously · Source: Nebula