Why Nebius Is 'Learning To Say No To Customers'

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Why Nebius Is 'Learning To Say No To Customers'

Benzinga2025-11-12

It's not often that a hypergrowth company complains about too much demand. But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story. We are "learning to say no to customers," admitted Chief ...

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We are \"learning to say no to customers,\" admitted Chief ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers\">Source Link</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nebius Is 'Learning To Say No To Customers'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nebius Is 'Learning To Say No To Customers'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 02:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not often that a hypergrowth company complains about too much demand. But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story. We are \"learning to say no to customers,\" admitted Chief ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TQQQ","symbol_name":"纳指三倍做多ETF","start_time":0,"source_url":"https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers","article_id":"2582391831","we_media_id":"1052270027","thumbnails":[],"rights":{"source":null,"url":"https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2582391831","pubTimestamp":1762886447,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":"Nebius (NBIS) is facing a problem many companies would love to have - too much demand. 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But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story. We are \"learning to say no to customers,\" admitted Chief Revenue Officer Marc Boroditsky, during the company’s third quarter earnings call, after selling out of every megawatt of capacity in the third quarter — a problem most companies would kill to have.\n\nTrack NBIS stock here.\n\nRevenue surged 355% year-over-year to $146.1 million, even as the company missed estimates on topline. The shortfall wasn't about weak demand — it was about physics. Every data center Nebius operates is already booked solid. Even new facilities in the U.K. and Israel sold out before launch, and the company now plans to scale to 2.5 gigawatts of contracted power by 2026.\nRead Also: Nvidia-Backed Nebius (NBIS) Has Crashed 24%— But Whales Are Treating It Like A Fire Sale\nToo Much Success, Not Enough Power\nExecutives described the situation as a \"capacity bottleneck\" — the limiting factor on growth. \"Everything we deploy, we sell,\" CEO Arkady Volozh said, adding that supply constraints, not competition, are shaping the company's strategy.\nThat demand imbalance isn't just coming from Big Tech customers like Meta Platforms Inc (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT)— Nebius' smaller clients, including startups like Cursor and Black Forest Labs, are lining up for compute they can't yet get. The situation has reached a point where Mark even joked that one of his new skills this quarter was \"learning to say no\" to eager customers.\nThe irony? Nebius' biggest challenge is the one problem most AI firms wish they had — scarcity.\nThe Bottleneck Business Model\nNebius' bullishness is hard to miss. The company raised its 2026 ARR outlook to $7 billion–9 billion, more than half already booked, and continues to invest heavily in new GPU-heavy data centers. But growth comes at a cost: its expansion now depends on capital, permits, and the pace of the power grid itself.\nFor now, \"sold out\" has become Nebius' default status — and \"no\" its most valuable word.\nRead Next: \n\nNebius Vs. Palantir: The AI Infrastructure War At 100x Sales\n\nPhoto: Piotr Swat/Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"express","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":499413404373632,"gmtCreate":1762952082480,"gmtModify":1762952085239,"author":{"id":"3563583079105546","authorId":"3563583079105546","name":"Jjireh","avatar":"https://static.tigerbbs.com/abb31f7823549495261bb36e03885de5","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3563583079105546","idStr":"3563583079105546"},"htmlText":"9","listText":"9","text":"9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499413404373632","repostId":2582391831,"repostType":2,"repost":{"id":"2582391831","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1762886447,"share":"https://ttm.financial/m/news/2582391831?lang=en_US&edition=fundamental","pubTime":"2025-11-12 02:40","market":"hk","language":"en","title":"Why Nebius Is 'Learning To Say No To Customers'","url":"https://stock-news.laohu8.com/highlight/detail?id=2582391831","media":"Benzinga","summary":"Nebius (NBIS) is facing a problem many companies would love to have - too much demand. Despite selling out of all capacity, revenue surged 355%...","content":"<div>\n<p>It's not often that a hypergrowth company complains about too much demand. But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story. We are \"learning to say no to customers,\" admitted Chief ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers\">Source Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nebius Is 'Learning To Say No To Customers'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nebius Is 'Learning To Say No To Customers'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 02:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not often that a hypergrowth company complains about too much demand. But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story. We are \"learning to say no to customers,\" admitted Chief ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF","TSYW.SI":"TESLA 3xLongSG261006","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","SQQQ":"纳指三倍做空ETF","NBIS":"NEBIUS","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","QID":"两倍做空纳斯达克指数ETF-ProShares","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4587":"ChatGPT概念",".IXIC":"NASDAQ Composite","BK4609":"英伟达持仓股","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","QLD":"2倍做多纳斯达克100指数ETF-ProShares","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","PSQ":"做空纳斯达克100指数ETF-ProShares","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","USAW.SI":"AMZN 3xLongSG261006","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","CUBI":"Customers Bancorp Inc.","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC"},"source_url":"https://www.benzinga.com/markets/tech/25/11/48787910/why-nebius-is-learning-to-say-no-to-customers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582391831","content_text":"It's not often that a hypergrowth company complains about too much demand. But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story. We are \"learning to say no to customers,\" admitted Chief Revenue Officer Marc Boroditsky, during the company’s third quarter earnings call, after selling out of every megawatt of capacity in the third quarter — a problem most companies would kill to have.\n\nTrack NBIS stock here.\n\nRevenue surged 355% year-over-year to $146.1 million, even as the company missed estimates on topline. The shortfall wasn't about weak demand — it was about physics. Every data center Nebius operates is already booked solid. Even new facilities in the U.K. and Israel sold out before launch, and the company now plans to scale to 2.5 gigawatts of contracted power by 2026.\nRead Also: Nvidia-Backed Nebius (NBIS) Has Crashed 24%— But Whales Are Treating It Like A Fire Sale\nToo Much Success, Not Enough Power\nExecutives described the situation as a \"capacity bottleneck\" — the limiting factor on growth. \"Everything we deploy, we sell,\" CEO Arkady Volozh said, adding that supply constraints, not competition, are shaping the company's strategy.\nThat demand imbalance isn't just coming from Big Tech customers like Meta Platforms Inc (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT)— Nebius' smaller clients, including startups like Cursor and Black Forest Labs, are lining up for compute they can't yet get. The situation has reached a point where Mark even joked that one of his new skills this quarter was \"learning to say no\" to eager customers.\nThe irony? Nebius' biggest challenge is the one problem most AI firms wish they had — scarcity.\nThe Bottleneck Business Model\nNebius' bullishness is hard to miss. The company raised its 2026 ARR outlook to $7 billion–9 billion, more than half already booked, and continues to invest heavily in new GPU-heavy data centers. But growth comes at a cost: its expansion now depends on capital, permits, and the pace of the power grid itself.\nFor now, \"sold out\" has become Nebius' default status — and \"no\" its most valuable word.\nRead Next: \n\nNebius Vs. Palantir: The AI Infrastructure War At 100x Sales\n\nPhoto: Piotr Swat/Shutterstock","news_type":1,"symbols_score_info":{"PSQ":0.6,"TSYW.SI":0.6,"QLD":0.6,".IXIC":0.75,"SQQQ":0.6,"CUBI":1.5,"TQQQ":0.6,"USAW.SI":0.6,"NBIS":1.5,"NVIW.SI":0.6,"MNQmain":0.6,"QID":0.6,"NQmain":0.6,"USJW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}