Nebius CEO: Debt Markets Closed for Neoclouds Last Week, Leaning on Customer Advances

zephyr_z9 · x · 2026-10-26

Nebius (NBIS) CEO Arkady Volozh says asset-backed and debt market capital sources have been "temporarily closed" for neoclouds since last week, though the company keeps a healthy, conservative balance sheet.

Nebius is now working with customer advances and other instruments, which he believes will fund at least one gigawatt of buildout. The remarks confirm a tightening financing environment for AI compute players.

Related event: Nebius CEO says debt markets closed to Neoclouds, turning to customer prepayments(2 posts)→

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