$NBIS Plans to Deploy 1 GW of $NVDA Vera Rubin Capacity in 2027, Says CRO Marc Boroditsky

Nebius $NBIS CRO Marc Boroditsky says the company plans to deploy 1 GW of Nvidia $NVDA Vera Rubin capacity in 2027, with significant customer demand already lined up.
The expansion could generate tens of billions of dollars in annual recurring revenue, depending on GPU pricing and utilization.
Nebius has a $12 billion+ commitment from Meta $META and a $17.4 billion–$19.4 billion deal with Microsoft $MSFT, continuing to establish itself as a major AI infrastructure provider.
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