Nebius Beats Wall Street Expectations as AI Cloud Deals and Capacity Surge in Q2
Nebius beats Q2 revenue estimates at $582.3M (+454% YoY) with record AI cloud deals and raised 5 GW capacity target.
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Bloom Energy, CoreWeave & Nebius Soar as Fund Margin Calls Ease
Bloom Energy, CoreWeave, and Nebius rebound as Microsoft’s 43% Azure growth and Mizuho/Truist Buy upgrades help ease AI fund margin-call selling pressure.
Nvidia Takes 9.3% Position in Nebius Through Warrant and Shares
The stake, partly stemming from a March 2026 warrant, boosted NBIS shares in premarket trading.
Meta in Early Talks to Lease $10 Billion AI Compute Capacity to Anthropic
The move could create a new revenue stream for Meta while helping Anthropic reduce reliance on its existing SpaceX contract.
Nebius Secures $775 Million in First Secured Debt Financing to Fuel AI Cloud Expansion
Strong demand from MUFG-led banks supports $40B+ revenue backlog with Microsoft and Meta.
Meta Plans Cloud Business to Monetize Excess AI Compute Capacity
Meta is developing a new cloud offering to monetize its massive AI infrastructure, selling GPUs, servers, and Llama models to external customers.