NIQ Global Intelligence (NIQ) Q3 2026 Earnings Call Transcript
Positive GAAP earnings arrived alongside a Google AI partnership and raised guidance.
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Nebius Group: 3 Key Takeaways for Long-Term Investors
Self-built sites give Nebius control over power, land, and deployment pace, a shift that matters if third-party co-location delays keep pushing revenue timing.
- Customers pre-pay for all capital expenditures, reducing debt reliance
- AI compute capacity agreements exceed $25 million per megawatt
- Self-built sites enable Nebius to stay ahead of schedule