{
  "generatedAt": "2026-10-22T04:12:33Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "orbis-investments",
  "name": "Orbis Investments",
  "role": "Orbis Investment Management",
  "url": "https://deepstack.ltd/people/orbis-investments/",
  "api": "https://deepstack.ltd/api/v1/entities/people/orbis-investments.json",
  "summary": "Orbis Investments is named in 1 Part of The Buildout, most recently Part 4: AI Spending Has Met Its First Real Bill.",
  "parts": [
    {
      "part": 4,
      "headline": "AI Spending Has Met Its First Real Bill",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 4,
      "section": "Defense has a case",
      "excerpt": "Orbis Investments, which owns Nebius, makes the single-name version concrete: more than four gigawatts of capacity by 2031, more than $50 billion of revenue against $2 billion today, $15 billion of non-core holdings and enough value to justify a $70 billion market value.",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    }
  ],
  "sides": [],
  "coverage": null,
  "lastUpdated": "2026-10-22"
}