DataOne CEO just confirmed:
$NBIS Vineland (NJ) data center fully completed by November 2026, up to 350 MW total capacity.
Official Nebius: phased expandable to 300 MW (first phases already live since late 2025, delivering to
$MSFT). Execution on steroids: Phase 1 in just 20 weeks, full build ~19 months.
Industry norm for AI DCs? 18–36 months (power queues kill timelines). Competitors (CoreWeave, hyperscalers) still average 12–24 months per site.
Nebius' modular prefab behind-the-meter gas turbines/flywheels (PUE ~1.13) bypasses grid delays — that's the real moat.
Off-site modules = Lego-style assembly, revenue months earlier.
Locked revenue: $17.4B–$19.4B multi-year
$MSFT deal for dedicated Vineland capacity → 100% occupancy Day 1. No speculation - already shipping power and fulfilling initial deliveries.
November 2026 full ops = massive ARR ramp (Vineland alone could print $3–4B annualized at scale). Market sleeping on this speed de-risked backlog?
Execution track record building - who's fading the fastest builder in AI infra?
$NBIS #AIInfrastructure #DataCenters #ModularBuild #NVIDIA #FinTwit $MSFT
🚨 DataOne's CEO just said he expects
$NBIS' data center in New Jersey to be fully completed by November, with total capacity of 350 MW.