Despite this news, $NBIS is down 5% today, taken down with macro. Remember, this approval clears construction to continue on a site representing roughly $17 billion in investment and 300 MW of capacity. It was the one near term overhang bears were pointing at, and it's resolved. Contracted capacity just went from over 4 gigawatts to 5. Prepayments guided above $9 billion. Management said they could sell all of 2027 today and are choosing not to. Every one of those claims depends on megawatts arriving on schedule. Last night removed a real question mark from that.
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