The debt behind the machines: 1999 capex, 2008 credit, or neither? Settles
Did Nebius's September-quarter results, in the release, the shareholder letter or on the call, still price compute capacity of six months or less at a premium to its one-to-three-year contracts?
Read the price per megawatt (or per GPU-hour) Nebius gives for terms of six months or less and for one-to-three-year terms.
Source: Nebius Group, quarterly results furnished to SEC EDGAR (Form 6-K)
- 1999 capex plus 2008 credit read as the fuse
- The borrowing is rational read as the fuel
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