Hardik Shah
2026.08.12 12:46

$Nebius(NBIS.US) | Nebius CEO Arkady Volozh:

➤ Demand continues to grow "exponentially" after its strongest commercial quarter yet,

➤ AI capacity demand is so strong that it could sell its entire 2027 capacity on current terms today, but is deliberately holding some back for immediate customer needs.

➤ Nebius closed four major AI cloud deals with an average total contract value of more than $1 billion each. while new-customer contract value increased more than ninefold.

➤ Secured its highest price to date for NVIDIA Blackwell chips through its first capacity auction pilot.

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