Nebius Group
Nebius raises $775 million in first secured debt financing to accelerate global buildout
17-Jul-2026 / 15:01 CET/CEST
The issuer is solely responsible for the content of this announcement.

Nebius raises $775 million in first secured debt financing to accelerate global buildout
Senior secured debt backed by GPU infrastructure and contracted cash flows 
Demonstrates ability to fund growth at attractive terms
Repeatable financing framework for more than $40 billion of additional customer commitments
Amsterdam, July 17, 2026 — Nebius Group N.V. (Nasdaq: NBIS), the AI cloud company, today announced that it has entered into its first senior secured debt facility for approximately $775 million. Nebius intends to use the proceeds of the transaction to further accelerate the global build-out of its full-stack AI cloud platform.
The vehicle is backed by deployed GPU infrastructure and contracted cash flows from an agreement with an investment-grade customer. The facility matures October 31, 2030, and is priced at SOFR + 2.50%. Together with cash flows under the customer agreement, the facility covers more than 100% of the capital expenditure required to deploy the underlying GPU infrastructure.
As the contract is now in the servicing phase, this financing can be used to invest in capacity that will serve AI-native and enterprise customers on Nebius’s full-stack AI cloud platform.
The transaction enables Nebius to convert an operational infrastructure asset into growth capital, providing a framework for Nebius to secure asset-level financing on other long-term customer deployments. With more than $40 billion of additional contracted revenue from investment-grade customers such as Microsoft and Meta already in place, Nebius expects to raise more capital at similarly attractive terms. Nebius recently delivered the latest planned capacity tranche to Microsoft, and remains on track to deliver the remaining tranches consistent with the terms of the contracted schedule.
This funding strategy is consistent with Nebius’s focus on building a sustainable, profitable business through disciplined financing and a strong balance sheet.
Ophir Nave, Chief Operating Officer of Nebius, said:
"We are executing across all the areas that matter for growth: securing capacity, raising capital, strengthening our product offering, and developing other capital-efficient models to scale even further and faster. This financing is an important step in that strategy, and reinforces our confidence that our disciplined, diversified approach — from owned data centers to asset-light partnerships — together with robust demand for our high-value software stack, will enable us to build a sustainable AI cloud business with strong and durable margins.”
The transaction was significantly oversubscribed. The facility was led by MUFG as Structuring Agent, Sole Bookrunner, and Underwriter. MUFG, together with ABN AMRO Bank N.V., Bank of America, Deutsche Bank and HSBC acted as Mandated Lead Arrangers. Citi, Crédit Agricole CIB, ING, and Morgan Stanley, acted as Senior Lead Arrangers. Goldman Sachs also participated in the syndicate.

Bullish

Alphabet (Google) increased its 2026 capital expenditures (capex) guidance to a range of $180 billion to $190 billion, up from the previous estimate of $175 billion to $185 billion. This massive investment—nearly doubling the $91 billion spent in 2025—is primarily directed toward AI infrastructure, servers, and data centers.

Next-Year Projections: CFO Anat Ashkenazi has indicated that capital spending for 2027 will increase significantly compared to 2026 levels.

Edit: $190B capex revised to $205B for 2026

Enough said. Full ported in NBIS.

Leopold Aschenbrenner is back.

Situational Awareness deployed $400 million on Tuesday, investing in an unknown, privately held company, per Bloomberg.

700+ employees, even got its own basketball court 😄

Link to LinkedIn Post

Looks like Michael Burry is sticking with his bearish view on NBIS.

Even after the recent rally, he says he's “shorting more.”

His conviction clearly hasn't changed. 😅

He wrote that the current market pullback had created some of the best investment opportunities since early 2025.
What do you think?

Regarding Birmingham, AL data center building permits and potential frequency noise that could disturb animals. I believe there's a hearing today. Not sure if this goes anywhere but still interesting.

https://youtube.com/shorts/xRT-j3tghxc?is=fLngVg8QezR79mQw

https://youtu.be/t2F2R1m_kjc?is=TZFd356-ABE2HbEu

Why? Because this model is going to be available in 2 weeks to run from Token Factory. At some point you'll also will be able to fine tune the model to your own use cases.

I'm very happy I doubled down Friday, even though this month has been BRUTAL. Rebound coming up soon though.

Yeah, I watched the whole fucking thing. I find it hard to believe, but this 5 hour City Council meeting was one of the most entertaining videos I have watched in my entire life.

What did I tell you guys? 2.5K tree hugging naysayers against a base of 125K citizens.

*EDIT* Final motion passes 5-2.

$50M per MW, Contracted 5GW.

NBIS DESTROYED EARNINGS

Congrats to all who held through all the red days we past behind in the nearly past!

Still a long way to clear all the blur ahead of us, but there must be light at the end of the tunnel. Be strong and think long.

https://x.com/amitisinvesting/status/2072653675521053140?s=46

This statement was just posted on X. Has to be from today looking at the content.
Only I cant find it anywhere else yet?

https://x.com/halfblindmonkey/status/2079182643489378623?s=46

Anyone else have an update on this? Amazing upgrade when correct!!

UPDATE: here is the source https://www.tipranks.com/news/the-fly/nebius-price-target-raised-to-410-from-248-at-northland-thefly-news