SpaceX just proved the next 18 months for Nebius. Here's why.
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Endicott InvestsIndependent analyst profile- Source published
- 21 Oct 2026, 01:31 UTC
- Recorded by Tahlil Plus
- 21 Oct 2026, 07:11 UTC
AI-generated source summary
The video discusses the expansion of SNBIS data center compute from 1.4 GW to 1.7 GW, surpassing previous benchmarks and indicating strong demand. This growth is attributed to the activation of new cloud services agreements, the acquisition of Cursor, and increased adoption by enterprise customers and consumers. The company is projected to reach 10 GW by the end of 2027, with a projected payback period of less than a year for new compute deployments. The current pricing is slightly above the high end of the $30-$50 per watt range discussed last quarter. The value of compute per watt is expected to increase over time, not decrease, as AI software improves and models get better. This increasing demand and improving efficiency are expected to drive revenue growth and profitability.
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