Great article from Semi-Analysis on data center build outs

Especially relevant for NBIS investors, as it describes in detail the progress and delays in its 300 MW New Jersey Flagship Datacenter, saying in part:

“ January or February 2026: full 50 MW complete on our estimates, much later than the targeted 4 month delivery. To be clear, a 10-11 month delivery is still very fast relative to industry standards - so congratulations to Nebius and DataOne.”

21 Likes