$NBIS Expects 1 GW of $NVDA Vera Rubin Capacity in 2027, Which Could Generate ~$35 Billion in Annual Revenue
Nebius $NBIS just revealed it expects 1 GW of Nvidia $NVDA Vera Rubin capacity in 2027, with significant customer demand already lined up.
That alone could generate roughly $35 billion in annual revenue if fully deployed and contracted at the midpoint of Nebius's reported $20 million–$50 million per MW pricing.