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Nebius pares back 2026 revenue forecast on capacity delays, shares slump | Reuters

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Nebius cuts 2026 revenue outlook on capacity delays, shares fall 10–15%

AI cloud provider Nebius said its 2026 revenue would come in at the low end of its prior forecast due to third-party capacity delays, while raising capex guidance, sending shares down roughly 10–15%.

Nov 12, 2026·4 sourcesAI investmentCompute, chips & AI infrastructureAI-specialized cloud platformAI data centers
Nebius cuts 2026 revenue outlook on capacity delays, shares fall 10–15%
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Nebius falls 10% as company expects increased 2026 capex spend, issues weak outlook

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The Wall Street Journal

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