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Nebius points to premium Blackwell auction and higher short-term contract pricing

Nebius Group logoNebius Group
Sig2.89Sen+2.70Env0.00Soc0.00Gov-0.56

Nebius Group’s Q2 earnings call highlighted premium pricing for Blackwell capacity. CEO Arkady Volozh said it could sell its full 2027 capacity today but plans to hold back for higher-margin short-duration deals. The first Blackwell auction cleared 15% above Nebius’ previous peak, with short-duration contracts at $40M–$50M per MW. Bears counter with FY2026 capex of $20B–$25B, interest expense rising to $95M, and three customers at 59% of Q2 revenue.

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