$NEBIUS(NBIS)$ Crazy numbers. Comparing William Blair's $71.7B model with a few others: Wolfe Research has roughly $41B ARR by 2030, around 10x from about $4B, and that's the more conservative, often-cited Street number. Northwise runs an independent model with a base case of about $75B exit ARR by 2030, assuming roughly 5.2 GW of connected capacity, which basically lines up with William Blair. William Blair itself shows about $22B exiting 2027, implying a path toward the $70B+ range by 2030 if that pace holds.
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