Nebius just smashed Q2 2026 earnings with a 450% revenue surge to $582 million, driven by AI demand and massive enterprise deals averaging over $1 billion each. Their flexible pricing, strategic capacity hoarding for high-margin short-term contracts, and record-breaking Blackwell chip auction all point to explosive growth. With an asset-light partnership model slashing capital needs and a year-end contracted power target bumped to 5 gigawatts, Nebius is scaling profitably — posting $236 million in adjusted EBITDA after last year’s loss. Seventy percent of deals include upfront payments, reducing reliance on debt or equity. They’re reaffirming full-year 2026 revenue guidance of $7B–$9B, with new capacity launching Q3. This is a company executing flawlessly on its AI cloud strategy — poised to dominate the next wave of data center expansion.
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