人工智能云服务商Nebius因GPU与数据中心支出激增，资本开支大幅上涨

Core Insights - Nebius Group (NBIS), an AI cloud service provider, reported a significant increase in quarterly capital expenditures driven by AI chip procurement and data center investments [3][9] - The company is expanding its data center footprint with nine new facilities in the US, France, Israel, and the UK to meet soaring demand [3][9] Financial Performance - Nebius's stock price surged over 200% last year but experienced a 3% decline in early trading [4][10] - In Q4, capital expenditures soared to approximately $2.1 billion, up from $416 million in the same period last year [5][11] - Revenue for Q4 increased more than sixfold to $227.7 million, although it fell short of market expectations of $246.1 million [12] - The net loss widened from $133.2 million in the previous year to $249.6 million [12] Future Projections - The company anticipates annual revenue to reach between $7 billion and $9 billion by the end of 2026, compared to $1.25 billion by the end of 2025 [6][12] - Nebius has secured over 2 gigawatts (GW) of contracted power, exceeding expectations, and projects to have over 3 GW by the end of 2026, up from a previous forecast of over 2.5 GW [5][11]