---
format: "aidr-story-markdown/v1"
id: "4cd2499371491c9a794379d876dc385fdc83a1e90c657e4192027df4678f52c2"
canonical_url: "https://aidr.today/4cd24993?lang=en"
title: "Nebius Shares Drop 15% as Infrastructure Delays Hit Revenue Outlook"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
fallback_fields: []
published_at: "2026-11-12T13:53:34.000Z"
category: "Industry"
topics: ["funding"]
source_urls: ["https://marketbrief.now/earnings/nebius-shares-drop-15percent-as-infrastructure-delays-hit-revenue-outloo-4ab7d147","https://x.com/wallstengine/status/2120851970495844474","https://x.com/wallstengine/status/2120853580160614584","https://x.com/RealNickMugalli/status/2120861250167152982","https://x.com/TheTranscript_/status/2120876119113322644","https://x.com/TheTranscript_/status/2120876292921069899","https://x.com/WOLF_Financial/status/2120859000241623233","https://x.com/RealNickMugalli/status/2120855657091891297"]
summary: "Nebius shares fell approximately 15% in premarket trading after the company narrowed its 2026 revenue forecast to the lower end of its previous $3 billion to $3.4 billion range. The company said permitting and power issues at facilities operated by third-party partner DataOne forced the delay of computing capacity for Microsoft, pushing some associated revenue into the first half of 2027. As a result of the infrastructure setbacks, Nebius also raised its 2026 capital expenditure guidance to $27 billion, up from its prior range of $20 billion to $25 billion."
---

# Nebius Shares Drop 15% as Infrastructure Delays Hit Revenue Outlook

> [Open the canonical story](<https://aidr.today/4cd24993?lang=en>)

**Published:** 2026-11-12T13:53:34.000Z
**Category:** Industry
**Topics:** funding

## Summary

Nebius shares fell approximately 15% in premarket trading after the company narrowed its 2026 revenue forecast to the lower end of its previous $3 billion to $3\.4 billion range\. The company said permitting and power issues at facilities operated by third\-party partner DataOne forced the delay of computing capacity for Microsoft, pushing some associated revenue into the first half of 2027\. As a result of the infrastructure setbacks, Nebius also raised its 2026 capital expenditure guidance to $27 billion, up from its prior range of $20 billion to $25 billion\.

## Sources

- [Story source](<https://marketbrief.now/earnings/nebius-shares-drop-15percent-as-infrastructure-delays-hit-revenue-outloo-4ab7d147>)
- [Story source](<https://x.com/wallstengine/status/2120851970495844474>)
- [Supporting source](<https://x.com/wallstengine/status/2120853580160614584>)
- [Supporting source](<https://x.com/RealNickMugalli/status/2120861250167152982>)
- [Supporting source](<https://x.com/TheTranscript_/status/2120876119113322644>)
- [Supporting source](<https://x.com/TheTranscript_/status/2120876292921069899>)
- [Supporting source](<https://x.com/WOLF_Financial/status/2120859000241623233>)
- [Supporting source](<https://x.com/RealNickMugalli/status/2120855657091891297>)