Nebius secures 5 GW power for 2026 but 90% not yet online, Shay Boloor notes

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11 hours ago

Nebius secures 5 GW power for 2026 but 90% not yet online, Shay Boloor notes — Nebius holds major secured power capacity

Nebius is reported to have secured contracts for 5 GW of power by the end of 2026, with about 0.6 GW currently active.

Shay Boloor noted that nearly 90% of the contracted capacity has not yet come online and highlighted the significance of the company's existing secured power.

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Boloor has recently covered product activity across the tech sector. He highlighted ServiceNow's launch of Flow, an AI-driven service desk for Slack and Teams. Earlier, Boloor noted that Apple's foldable iPhone Duo sold out in minutes after preorders opened.

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