Nebius powers past estimates as customers race to secure AI computing power

Nebius significantly exceeded revenue estimates driven by surging demand for AI cloud infrastructure, signing multiple large contracts and raising its 2026 power capacity targets amid heavy investment in GPUs and data-centres.

This Wire brief sits within Fusion42's coverage of AI Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.