Nebius is rewriting the playbook on AI infrastructure, turning massive GPU investments into lightning-fast payback periods under two years—thanks to huge new contracts with higher rates and upfront payments from customers. This isn’t just growth; it’s proof the economics of scaling AI hardware are suddenly much more profitable than expected. But with GPU prices, energy costs, and competition looming, those payback estimates aren’t set in stone—and investors are being told to watch unit economics closely as Nebius bets everything on sustained AI demand.
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