Nebius Group Targets $100B Revenue as AI Data Center Pricing Surges

Key Facts

Amid surging demand for AI infrastructure, Nebius Group N.V. has reported a transformative shift in its financial outlook driven by significant pricing power in the data center market. According to analyst reports, the company secured AI cloud contracts at rates between $20 million and $25 million per megawatt, a development that has effectively doubled its previous revenue targets. This shift highlights the company's ability to capitalize on the critical shortage of high-performance AI processing capacity.

Based on these new pricing baselines, the company increased its contracted power guidance to 5 GW, now targeting annual revenues exceeding $100 billion. This massive expansion in capacity guidance suggests a fundamental re-rating of the company's long-term growth potential within the cloud computing sector, supported by the higher margins achieved in recent contract negotiations.

In the equity markets, NBIS shares stood at $277.68 at the close of August 14, 2026, having reached a day high of $278.65. Investors are now watching for the sustainability of these premium contract rates, while broader market sentiment remains influenced by macroeconomic data, such as the U.S. Inflation Rate which was reported at 3.4% YoY in recent calendar updates.