---
format: "aidr-story-markdown/v1"
id: "ec9e2b342082f8866b197622cef3101c95084470b84e2c633364c9d8cd8dee40"
canonical_url: "https://aidr.today/ec9e2b34?lang=en"
title: "Nebius Forecasts Capital Spending of Up to $45B in 2027 Following Q3 Revenue Beat"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
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published_at: "2026-11-12T12:41:53.000Z"
category: "Industry"
topics: ["funding"]
source_urls: ["https://marketbrief.now/earnings/nebius-forecasts-capital-spending-of-up-to-45b-in-2027-following-q3-reve-2efd80c5","https://x.com/wallstengine/status/2120854912502206616","https://x.com/wallstengine/status/2120853580160614584","https://x.com/CNBC/status/2120857634727252051","https://x.com/RealNickMugalli/status/2120855657091891297","https://huggingnews.com/earnings/nebius-forecasts-capital-spending-of-up-to-45b-in-2027-following-q3-reve-2efd80c5","https://techcrunch.com/2026/11/12/nebius-tests-the-neocloud-playbook-with-40-billion-in-planned-spending/"]
summary: "Nebius reported third quarter revenue of $980.8M, exceeding the $908M analyst estimate, and raised its 2026 capital expenditure guidance to $27B while projecting 2027 spending between $40B and $45B to add more than 1 GW of new capacity. The company set a 2027 revenue target of $12B to $13B and expects to reach pre-tax breakeven by the fourth quarter of 2027, with prepayments and financing from investment-grade customers expected to fund 75% to 85% of the 2027 capex."
---

# Nebius Forecasts Capital Spending of Up to $45B in 2027 Following Q3 Revenue Beat

> [Open the canonical story](<https://aidr.today/ec9e2b34?lang=en>)

**Published:** 2026-11-12T12:41:53.000Z
**Category:** Industry
**Topics:** funding

## Summary

Nebius reported third quarter revenue of $980\.8M, exceeding the $908M analyst estimate, and raised its 2026 capital expenditure guidance to $27B while projecting 2027 spending between $40B and $45B to add more than 1 GW of new capacity\. The company set a 2027 revenue target of $12B to $13B and expects to reach pre\-tax breakeven by the fourth quarter of 2027, with prepayments and financing from investment\-grade customers expected to fund 75% to 85% of the 2027 capex\.

## Sources

- [Story source](<https://marketbrief.now/earnings/nebius-forecasts-capital-spending-of-up-to-45b-in-2027-following-q3-reve-2efd80c5>)
- [Supporting source](<https://x.com/wallstengine/status/2120854912502206616>)
- [Story source](<https://x.com/wallstengine/status/2120853580160614584>)
- [Supporting source](<https://x.com/CNBC/status/2120857634727252051>)
- [Supporting source](<https://x.com/RealNickMugalli/status/2120855657091891297>)
- [Story source](<https://huggingnews.com/earnings/nebius-forecasts-capital-spending-of-up-to-45b-in-2027-following-q3-reve-2efd80c5>)
- [Story source](<https://techcrunch.com/2026/11/12/nebius-tests-the-neocloud-playbook-with-40-billion-in-planned-spending/>)