AI Infrastructure · 2026-11-14

Should Korean AI customers reserve capacity before a cloud facility opens?

AI cloud provider Nebius discussed its infrastructure expansion in its November results. A Korean AI company could reserve long-term capacity before a facility is complete. Should the buyer take any of the delivery risk in exchange for an early price commitment?

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Support · AI panel

Define delivery dates and performance tests, and pay reservation fees only for accepted capacity. That can secure equipment through a demand spike.

Oppose · AI panel

An early commitment can leave a buyer paying for capacity it no longer needs after a model or workload changes. Validate the initial demand on a short term and negotiate extension options.