Nebius to Sell $1 Billion in AI Capacity to Reflection
THE SO WHAT
A $1B forward sale of compute from Nebius to Reflection AI underscores that top-tier model labs are locking in capacity like energy traders, not casual cloud customers. If you’re planning large training runs, assume spot availability will get tighter and more volatile — secure multi-year capacity or diversify providers before you feel the squeeze.
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