$NBIS: 1.2GW AI Factory Approval

Sentiment: Very Positive
'''Nebius won approval for Chapter 100 incentives tied to building a 1.2-GW “AI factory” campus in Independence, a major capacity-expansion signal. Insight: this kind of incentive-backed buildout can de-risk U.S. scaling plans, but execution/timing risk remains the key swing factor for near-term sentiment.'''