The original account for news and discussion of stock ticker: $NBIS. Nebius Group NV.

Joined February 2025
Nebius Group NV $NBIS Q2 2026 earnings report: Revenue $582.3M | $574.7M est. Adj. EBITDA $236.2M | $173.1M est. ARR $3.0B | +598% YoY, +56% from $1.9B end of March | $7B - $9B YE’26 reiterated. FY26 guidance reiterated across all metrics. 2026 contracted power guidance raised to 5GW (up from >4 GW indicated last quarter).
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Nebius Group NV $NBIS introduces business model to scale AI cloud globally through infrastructure partnerships. A new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers. The model brings additional capacity to Nebius customers, and expands the availability of value-added AI compute globally at a time when demand continues to outstrip supply. nebius.com/newsroom/nebius-i…
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Nebius Group NV $NBIS expands in UK with more NVIDIA-powered infrastructure, more customers, and more cloud capabilities for agentic and enterprise AI. Approximately £1.7 billion committed to capacity buildout at four sites. nebius.com/newsroom/nebius-e…
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Nebius choisit la France. L’acteur du Cloud IA dévoile un projet de plus de 8 milliards d’euros d’investissement pour déployer des infrastructures et des services de cloud, avec une capacité cible de 240 MW, positionnant le site parmi les plus puissants du continent. Bedankt!
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NBIS Stock retweeted
The feeling’s mutual, @NVIDIA.
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Nebius Group NV $NBIS Q1 2026 earnings report: Revenue $399.0M | $388.6M est. Adj. EBITDA $129.5M | $90.5M est. ARR $1.92B | $7B - $9B YE’26 reiterated. FY26 revenue guide $3.0B - $3.4B 2026 contracted power guide raised to >4GW
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Nebius Group NV $NBIS breaks ground on gigawatt-scale AI factory in Independence, Missouri.
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