# Nebius says customer prepayments cover all capacity costs on Q3 contracts

_Published Thursday, November 12, 2026 at 12:57 PM EST · AI, Infrastructure · Latest · Tier 2 — Notable_

Nebius said customer prepayments covered 100 percent of the capital expenditure associated with contracts signed in Q3 2026, up from between 50 and 60 percent in Q2. The contracts totalled $12 billion, CEO Arkady Volozh said during the company's earnings call.

Customers now pay upfront for data centers, hardware and networking needed to bring that capacity online. Nebius said its payback period shortened to one year and seven months from one year and ten months.

Deployment delays nevertheless lowered full-year revenue guidance. At the Vineland project for Microsoft, an earlier-than-expected withdrawal of temporary generation has left a power gap while Nebius accelerates deployment of Bloom generators; some capacity has shifted to 2027.

## Sources

- [DCD](https://www.datacenterdynamics.com/en/news/nebius-signs-12bn-in-deals-for-q3-all-deals-reportedly-cover-its-capex/)

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Canonical: https://techandbusiness.org/newswire/_jBYT4GnW585bWc8Vp7IlM
Published: 2026-11-12T17:57:15.699Z
Story chronology: 2026-11-12T00:00:00.000Z
Retrieved: 2026-11-12T19:49:31.394Z
Publisher: Tech & Business (techandbusiness.org)