Nebius borrows $3.5bn from Citi as it says AI compute prices keep rising
THE SO WHAT
A 364-day, $3.5B facility at SOFR + 2.75–3% to buy GPUs is a reminder that AI infra is now financed like commodity trading — short-dated, high-velocity capex. If you're a heavy AI consumer, lock in multi-year pricing and capacity where you can; if you're a light user, expect pass-through price volatility from your vendors.
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