Nebius Clears Major Vineland Expansion Hurdle in 9–1 Vote

Nebius just cleared one of the biggest near-term risks hanging over its U.S. AI infrastructure expansion.
The Vineland Planning Board voted 9–1 to approve the amended site plan for the DataOne campus being built for $NBIS in New Jersey.
The approval covers a major second phase of the project, including a roughly 588,000-square-foot expansion along with additional power, cooling and supporting infrastructure.
Vineland is expected to scale toward roughly 300 MW of AI capacity and is strategically important to Nebius’ U.S. expansion.
That makes the vote much more than a routine local approval.
The project had faced intense community opposition, thousands of petition signatures and recent stop-work orders related to portions of its power infrastructure.
A rejection or prolonged permitting delay could have created a meaningful execution risk for Nebius.
Instead, the Planning Board just gave the expansion a 9–1 green light.
There are still construction permits and other regulatory steps to complete, so this does not eliminate every execution risk.
But one of the most visible local permitting overhangs for $NBIS just got substantially smaller.
Vineland can keep moving forward.
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