NBIS London Longcross
Longcross: Nebius's established UK deployment at Ark, purpose-built infrastructure and its place in the wider four-site programme.
Nebius
Northwise Research
Research and analysis
Follow current views, model reports, and the work behind Northwise portfolio decisions.
Latest research
24 of 184 published reports
KEEL Moses Lake Site
Moses Lake: the 18 MW gross development, demolished mining building, delivered Vertiv modules and 2027 service target.
Keel Infrastructure
Nebius TripleTen Analysis
Nebius TripleTen shows how Nebius is building the human infrastructure of AI through talent, training, and ecosystem support.
Nebius
Iren Oklahoma Site
Kiowa, Oklahoma: IREN’s 1.6 GW planned power position, development timing and the remaining delivery dependencies.
IREN
AMD Stock Forecast 2030
This AMD Stock Forecast 2030 explores AMD's transition from a distant secondary supplier to an open compute superpower in Artificial Intelligence.
AMD
NBIS Paris Data Center
Paris: Nebius's confirmed PA10 deployment and the distinction between cloud regions, host buildings and tenant allocations.
Nebius
CIFR Stock Data Center Analysis
Cipher's complete named site portfolio, including Apollo, initial Black Pearl rent, contracted campuses and the remaining grid and generation pipeline.
Cipher Digital
Nebius Toloka Analysis
Nebius Toloka reveals how expert data, AI alignment, and Tendem strengthen Nebius’ full-stack AI cloud and hidden asset value.
Nebius
Iren Canal Flats Site
Canal Flats: IREN’s 30 MW Canadian campus, existing infrastructure and planned liquid-cooled AI expansion.
IREN
NBIS Minneapolis Minnesota
Minnesota: Nebius documents Woodbury, while the Minneapolis property and 31 MW allocation in the earlier study remain unconfirmed.
Nebius
What is BITF Stock
From Bitfarms to Keel: the five development locations, current commercial stage, Moses Lake equipment progress and the funding questions ahead.
Keel Infrastructure
What is CIFR Stock?
Cipher Digital's business model, three contracted HPC campuses, development pipeline and the delivery and financing questions behind CIFR.
Cipher Digital
IREN Stock Forecast
IREN stock forecast 2030 through AI capacity, power, dilution, margins, contract durability, and long-term infrastructure risk.
IREN
Iren Sweetwater Site
Sweetwater: the two-site 2 GW development, energized substation, 300 MW construction phase and conditional Batch Zero status.
IREN
NBIS Keflavik Iceland
Keflavik: Nebius's Iceland service region, Verne's host campus and the limits of publicly disclosed tenant capacity.
Nebius
Where Will Jumia Expand Next?
Where will Jumia expand next after profitability? We examine Tanzania, Angola, and Ethiopia as post-2027 growth options.
Jumia
Nebius Clickhouse Analysis
Nebius ClickHouse is emerging as a strategic asset in the AI ecosystem. This report explores ClickHouse technology, growth, valuation, and Nebius’ stake.
Nebius
Iren Prince George Site
Prince George: IREN’s 50 MW campus, the move from mining to GPUs and the next planned liquid-cooled deployment.
IREN
NBIS Kansas City Data Center
Kansas City: Nebius's Patmos deployment, current service-region evidence and the limits of older capacity and revenue assumptions.
Nebius
Jumia Uganda
Jumia Uganda: a growing revenue contribution from a smaller base, customer retention and the economics of expanding delivery coverage.
Jumia
IREN Stock Childress
Childress: Microsoft’s acceptance of Horizon 1, the remaining phases and the difference between IT load and campus power.
IREN
NBIS Stock Masmiyya Israel
Masmiyya: the reported 22 MW tenant agreement, Mega DC's separate project codes and the evidence needed to confirm delivery.
Nebius
Jumia Kenya
Jumia Kenya: current revenue growth, marketplace trust, delivery efficiency and the limits of country-level financial disclosure.
Jumia
Robinhood Strategic Forecast 2030
HOOD stock forecast 2030 analyzing Robinhood’s shift into tokenization, banking, and advisory to capture the generational wealth transfer.
Robinhood