SignalTech/AI

Nebius had spent $8.1B by June against a $20B-$25B capex guide, so the back half has to carry a steep spend ramp. For AI infrastructure, the tape is rewarding buildout but punishing any sign the capex

Nebius spent $8.1B by June against a $20B-$25B capex guide.

NBIS

$129.49

+7.58%

What changed

Nebius spent $8.1B by June against a $20B-$25B capex guide.

Why it matters

Nebius spent $8.1B by June against a $20B-$25B capex guide. — impact context not separately stored; see What changed.

Sources