# Nebius Group Data Center Capex and Sites Source: https://savrn.com/data-center-capital-atlas/company/nebius-group Markdown alternate of the page above; the site index is https://savrn.com/llms.txt --- Named sites 4 Site-level commitments the atlas ties to Nebius Group Disclosed site capital n.a. Sum of named sites with a stated dollar figure. Not a capex total; see the spending table Disclosed capacity 1,500 MW Sum of named sites with a stated megawatt figure Financing transactions 13 Transactions naming Nebius Group or tied to one of its sites Spending ## Reported and guided spending Audited, reported and guided figures as the filing or release states them. Reported lines are what was spent; guidance is what management said it expects. They are shown side by side and never combined. | Period | Kind | Amount | As stated | Sources | | --- | --- | --- | --- | --- | | Q1 2026 | reported | ~$2.5B | Q1 2026 capex approximately $2.5 billion; $6.3 billion of capital secured in the quarter, $2.3 billion positive operating cash flow, $9.3 billion ending cash | | | Q3 2025 | reported | $956M | Q3 2025 capex of $955.5 million against revenue of $146.1 million | | | FY2026 guidance | guidance | ≥$3.2B | 2026 revenue guidance of $3.0B-$3.4B (midpoint recorded) and $7B-$9B ARR; contracted-power guidance escalated from >1GW (Aug 2025) to >2.5GW, >3GW and currently >4GW | | Named sites ## Where Nebius Group builds Missouri 2 sites Open the Missouri investment tracker → New Jersey 1 site Open the New Jersey investment tracker → Pennsylvania 1 site Open the Pennsylvania investment tracker → | Site | State | Place | Capital | MW | Status | Sources | | --- | --- | --- | --- | --- | --- | --- | | Highridge Business Park AI factorywith PPL Electric Utilities | [Pennsylvania](https://savrn.com/data-center-capital-atlas/pennsylvania) | Butler Township, Schuylkill County | n.a. | 1,200 | announced | | | Vineland build-to-suit facilitywith Microsoft | [New Jersey](https://savrn.com/data-center-capital-atlas/new-jersey) | Vineland | n.a. | 300 | announced | | | Independence AI factory campusGroundbreaking 12 May 2026 | [Missouri](https://savrn.com/data-center-capital-atlas/missouri) | Independence, Jackson County | n.a. | n.a. | construction | | | Kansas City colocation | [Missouri](https://savrn.com/data-center-capital-atlas/missouri) | Kansas City | n.a. | n.a. | announced | | Financing ## Financing transactions Transactions that name Nebius Group as a party or attach to one of its named sites. Amounts are as stated; overlapping commitments are never summed. | Parties | Instrument | Amount | Date | Site | Sources | | --- | --- | --- | --- | --- | --- | | Nebius Group + MetaSecond, far larger Meta agreement following the initial $3 billion deal. | other | $27.0B | compute purchase beginning early 2027 | n.a. | | | Nebius Group + MicrosoftAI infrastructure agreement anchored at the Vineland, New Jersey facility, with more than 100,000 GB300 units planned. | other | $17.4B | September 2025 | Vineland build-to-suit facility (NJ) | | | Nebius GroupUpsized private offering of convertible senior notes. Closed 24 August 2026 with aggregate principal of $5.75 billion after initial purchasers exercised options: $3.45 billion of 0.50% notes due 2030 and $2.3 billion of 4.50% notes due 2034. Holders exchanged $400 million of 2029 notes and $400 million of 2031 notes for approximately 15.8 million Class A shares | convertible | ~$5.8B | Priced 19 August 2026; closed 24 August 2026 | n.a. | | | Nebius GroupPrivate offering of convertible senior notes with aggregate gross proceeds of approximately $4.3 billion. | convertible | ~$4.3B | closed March 20, 2026 | n.a. | | | Nebius GroupCombined stock offering and convertible notes raise. | convertible | $3.8B | September 2025 | n.a. | | | Nebius Group + MetaInitial Meta compute agreement, signed as Nebius described current available capacity as sold out. | other | $3.0B | n.a. (reported alongside sold-out capacity commentary) | n.a. | | | Nvidia + Nebius + Nebius GroupNvidia committed $2 billion of equity to Nebius on March 11, 2026, under a partnership to scale more than 5GW by 2030, having also participated in Nebius's December 2024 round. | equity raise | $2.0B | March 11, 2026; plus Dec 2024 round participation | n.a. | | | Industrial Development Funding + Oaktree + Bloom Energy + Nebius GroupIndustrial Development Funding and Oaktree agreed to invest $1.7 billion to deploy Bloom Energy fuel cells supplying dedicated behind-the-meter power to Nebius AI cloud infrastructure. The specific Nebius sites were not named in the fetched coverage. Nebius later adopted Bloom fuel cells in the approved plan for its Vineland, New Jersey campus | project equity investment in behind-the-meter power | $1.7B | Announced 16 July 2026 | n.a. | | | AIB Data Centers Inc. (AIB CLT1 LLC) + NebiusAIB Data Centers signed a binding agreement with Nebius for 50 MW of critical IT capacity at its facility in the southeastern United States, delivered in two data halls and supported by AIB's 15-year Electric Service Agreement for 65 MW of utility load at the site. AIB's Form 10-Q identifies the 65,000 kVA agreement with its CLT-01 Campus in Spartanburg County, South Carolina, a former 40 MW bitcoin hosting facility being repurposed to about 65 MW. The release does not name the town. AIB's investor presentation says Nebius's guaranty backs the contract, rent commences hall by hall (two 25 MW halls targeted at about months 10 and 14), and the 12-year term runs from the first hall. | lease | ≥$1.3B | Announced 30 September 2026 (AIB release via GlobeNewswire); contract value from AIB investor presentation furnished on Form 8-K 30 September 2026; ESA service scheduled to begin 1 October 2026 | AIB Data Centers CLT-01 Campus (SC) | | | Nebius Group + ReflectionAI startup Reflection signed a deal worth more than $1 billion to secure computing capacity from Nebius, including access to Nvidia's latest chips. The agreement builds on Reflection's June 2026 compute agreement with SpaceX. Contract term and data center locations were not disclosed | compute capacity agreement | ≥$1.0B | Announced 14 July 2026 | n.a. | | | Nvidia + CoreWeave + Nebius + Nscale + Lambda + CrusoeNvidia backstops $860M of partner data center lease obligations, with $470M escrowed, across CoreWeave, Nebius, Nscale, Lambda and Crusoe. | guarantee | $860M | Date n.a. in this part | n.a. | | | Nebius Group + MUFG + ABN AMRO + Bank of America + Deutsche Bank + HSBCNebius raised its first secured debt, backed by deployed GPU infrastructure and contracted cash flows from an agreement with an investment-grade customer. MUFG was structuring agent and sole bookrunner; Citi, Credit Agricole CIB, ING and Morgan Stanley were senior lead arrangers, with Goldman Sachs also participating | debt facility | $775M | Announced 17 July 2026 | n.a. | | | Nebius Group + Nvidia + AccelStrategic equity financing to accelerate roll-out of full-stack AI infrastructure. | equity raise | $700M | December 2, 2024 | n.a. | | The record ## Sourced facts on Nebius Group - Q1 2026 group revenue reached $399.0 million (from $50.9 million a year earlier), with AI-cloud revenue of $389.7 million and group adjusted EBITDA of $129.5 million. - Nebius plans to deploy more than 100,000 GB300 units for the Microsoft agreement, and described available capacity as sold out while targeting 2.5GW contracted and 800MW-1GW connected by end-2026. Sources ## Sources for Nebius Group Every source cited on this page, once each. The full atlas source register is at [Capital Atlas sources](https://savrn.com/data-center-capital-atlas/sources). - nebius.com[Nebius](https://nebius.com/schuylkillcountypa) - yahoo.com[Republican Herald via Yahoo News](https://www.yahoo.com/news/us/articles/nebius-gets-green-light-expand-224600740.html) - nebius.com[Nebius](https://nebius.com/newsroom/nebius-accelerates-us-expansion-adding-up-to-300-mw-capacity-at-new-data-center-in-new-jersey) - reuters.com[Reuters](https://www.reuters.com/business/nebius-signs-174-billion-ai-infrastructure-deal-with-microsoft-shares-jump-2025-09-08/) - yahoo.com[NJ.com via Yahoo News](https://www.yahoo.com/news/us/articles/sold-us-n-j-town-161909913.html) - nbcphiladelphia.com[NBC10 Philadelphia](https://www.nbcphiladelphia.com/news/local/vineland-planning-board-votes-to-approve-phase-2-of-controversial-data-center/4449653/) - finance.yahoo.com[Yahoo Finance](https://finance.yahoo.com/technology/ai/articles/vineland-jersey-city-council-approves-143044567.html) - 247wallst.com[24/7 Wall St.](https://247wallst.com/investing/2026/08/12/bloom-energy-jumps-13-as-nebius-picks-its-fuel-cells-for-ai-data-center-fuelcell-climbs-11/) - techtimes.com[Tech Times](https://www.techtimes.com/articles/324720/20260817/fuel-cells-beat-gas-turbines-permits-bloom-energy-stock-jumps-nebius-deal.htm) - nebius.com[Nebius](https://nebius.com/newsroom/nebius-breaks-ground-on-gigawatt-scale-ai-factory-in-independence-missouri) - assets.nebius.com[Q1 2026 shareholder letter](https://assets.nebius.com/assets/aa1bc2e6-df83-40cd-a6a2-95e7cda3d16c/Nebius%20SHL_Q1%202026.pdf) - datacenterdynamics.com[DCD](https://www.datacenterdynamics.com/en/news/nebius-signs-3bn-deal-with-meta-says-current-available-capacity-is-sold-out-as-it-targets-25gw-by-end-of-2026/) - nebius.com[Nebius](https://nebius.com/newsroom/nebius-group-announces-pricing-of-upsized-private-offering-of-5-0-billion-of-convertible-senior-notes) - sec.gov[SEC EDGAR (Nebius 6-K)](https://www.sec.gov/Archives/edgar/data/1513845/000110465926100347/tm2623863d1_ex99-1.htm) - nebius.com[Nebius](https://nebius.com/newsroom/nebius-group-announces-closing-of-private-offering-of-convertible-senior-notes-with-aggregate-gross-proceeds-of-approximately-4-3-billion) - datacenterdynamics.com[DCD](https://www.datacenterdynamics.com/en/news/nebius-raises-375bn-in-convertible-notes-and-stock-offering/) - nebius.com[Nebius](https://nebius.com/newsroom/nvidia-and-nebius-partner-to-scale-full-stack-ai-cloud) - finance.yahoo.com[Reuters via Yahoo Finance](https://finance.yahoo.com/technology/ai/articles/idf-oaktree-invest-1-7-130135797.html) - finance.yahoo.com[AIB Data Centers release (GlobeNewswire via Yahoo Finance)](https://finance.yahoo.com/technology/ai/articles/aib-data-centers-signs-contract-121700973.html) - sec.gov[AIB Data Centers Form 10-Q for quarter ended 30 June 2026 (SEC)](https://www.sec.gov/Archives/edgar/data/2070542/000121390026089151/ea0301093-10q_aibdata.htm) - sec.gov[AIB Data Centers Form 8-K Exhibit 99.1, investor presentation Q3 2026 (SEC)](https://www.sec.gov/Archives/edgar/data/2070542/000121390026105249/ea030723301ex99-1.htm) - thestar.com.my[The Star (Reuters)](https://www.thestar.com.my/tech/tech-news/2026/07/14/ai-startup-reflection-signs-over-1-billion-computing-deal-with-nebius) - datacenterdynamics.com[DCD](https://www.datacenterdynamics.com/en/news/nvidia-backs-860m-lease-obligations-of-partner-data-center/) - nebius.com[Nebius](https://nebius.com/newsroom/nebius-raises-775-million-in-first-secured-debt-financing-to-accelerate-global-buildout) - nebius.com[Nebius](https://nebius.com/newsroom/nebius-announces-oversubscribed-strategic-equity-financing-of-usd-700-million-to-accelerate-roll-out-of-full-stack-ai-infrastructure) ### NeoCloud and GPU cloud: one page each [Applied Digital 5](https://savrn.com/data-center-capital-atlas/company/applied-digital)[Bitdeer Technologies Group 2](https://savrn.com/data-center-capital-atlas/company/bitdeer)[Cerebras Systems 6](https://savrn.com/data-center-capital-atlas/company/cerebras)[Cipher Digital Inc. 0](https://savrn.com/data-center-capital-atlas/company/cipher-digital)[Core Scientific 2](https://savrn.com/data-center-capital-atlas/company/core-scientific)[CoreWeave 4](https://savrn.com/data-center-capital-atlas/company/coreweave)[Corvex, Inc. 0](https://savrn.com/data-center-capital-atlas/company/corvex)[Crusoe Energy 5](https://savrn.com/data-center-capital-atlas/company/crusoe-energy)[Fluidstack 2](https://savrn.com/data-center-capital-atlas/company/fluidstack)[Galaxy Digital Inc. 1](https://savrn.com/data-center-capital-atlas/company/galaxy-digital)[Groq 1](https://savrn.com/data-center-capital-atlas/company/groq)[Hut 8 Corp. 1](https://savrn.com/data-center-capital-atlas/company/hut8)[IREN 1](https://savrn.com/data-center-capital-atlas/company/iren)[Lambda (Lambda Labs) 2](https://savrn.com/data-center-capital-atlas/company/lambda)[Nebius Group 4](https://savrn.com/data-center-capital-atlas/company/nebius-group)[Nscale 2](https://savrn.com/data-center-capital-atlas/company/nscale)[Poolside 1](https://savrn.com/data-center-capital-atlas/company/poolside)[SambaNova Systems 0](https://savrn.com/data-center-capital-atlas/company/sambanova)[Sesterce 3](https://savrn.com/data-center-capital-atlas/company/sesterce)[TeraWulf 1](https://savrn.com/data-center-capital-atlas/company/terawulf)[Together AI 0](https://savrn.com/data-center-capital-atlas/company/together-ai)[Voltage Park 6](https://savrn.com/data-center-capital-atlas/company/voltage-park)[Vultr 1](https://savrn.com/data-center-capital-atlas/company/vultr)[WhiteFiber, Inc. 2](https://savrn.com/data-center-capital-atlas/company/whitefiber) The figure beside each provider is its count of named sites in the atlas. Part of the [North American Data Center Capital Atlas](https://savrn.com/data-center-capital-atlas), refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so this page shows each figure as its source states it and never adds them into a single deployment number. Informational, not investment advice. The SAVRN reference set ## Seven references, one system Capital, delay, policy, water, grid, permits and scarcity are one system seen from seven sides. Each reference is primary-sourced, refreshed on a schedule, and links into the others, so a project can be followed from the money committed to the docket that stopped it. Delay Watchlist Project-level slippage: named projects, jurisdictional actions, utility and federal dockets, SEC disclosures, and the interconnection queue. [Open the watchlist →](https://savrn.com/data-center-delay-tracker) Moratorium Tracker The policy layer: every state measure and local moratorium mapped and cited, with one page per state. Open the tracker → Water Tracker Every federal, state, local and interstate water measure that touches a data center, plus a fifty-state water ledger. Open the water tracker → Grid Operator Watchlist ERCOT, PJM, MISO, CAISO, SPP, NYISO, ISO-NE and FERC: the large-load rules, filings and queue positions that decide whether a site can energize. Open the watchlist → Permits and Power Development Data center and substation permits, large loads in the interconnection queues, and the power plants planned to serve them, refreshed hourly from public records. Open the permits tracker → SAVRN Scarcity Tracker Eleven primary-sourced indicators of AI infrastructure scarcity, one composite index, read against the token index, SAVRN's own cost basis and the frontier ceiling. Open the scarcity tracker → Have a specific address? Site Intelligence reads all seven references against one location, county, utility and grid operator included, and cites every finding. [Check an address →](https://savrn.com/site-intelligence)