Companies

Nebius

Nebius is a Russian AI infrastructure company that provides cloud computing services, though its operations have been affected by international sanctions related to the Ukraine conflict.

Referenced in 9 briefingsLast referenced: June 28, 2026

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June 28, 2026

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Chevron Bets $7B That Off-Grid Gas Is the Faster Path to Market

But Councilmember Brice Stewart flagged the real gate: the city can't power both Patmos and the adjacent Nebius campus without new infrastructure approvals

June 21, 2026

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Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.

Bloom Energy (NYSE: BE) jumped 15.27% June 18 on a $2.6B Nebius agreement and an Oracle deal targeting up to 2.8 GW, while SMRs stay years from commercial scale and gas turbines commission in 16 to 30 months.

June 19, 2026

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Site Control Now Beats a Press Release in ERCOT's Queue

Meta isn't betting on fast queue movement; it's buying buildable positions and layering third-party deals (Nebius $27bn, CoreWeave $21bn).

May 21, 2026

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Dallas, Austin, West Texas Sweep the Global Top Three

Nebius signed Bloom Energy for 328 MW of solid oxide fuel cells at an undisclosed US site, operational this year.

April 25, 2026

PUCT Just Drew the Line on Which Grid Bypasses Count

In Birmingham, the Nebius BHM01 300 MW project cleared its zoning fight on a city attorney's legal opinion, but only after a March meeting drew 100+ residents with unresolved questions on noise, water, and heat.

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