- Nebius secured 50 MW of dedicated AI cloud capacity from AIB Data Centers in the southeastern U.S. under a 12-year agreement.
- Nebius acquired Inferize, an AI infrastructure startup focused on faster deployment of large AI models.
- StocksToTrade reports 454% year-over-year revenue growth and a multi-billion deferred revenue balance for Nebius.
- Equibles forecasts Q3 2026 revenue of $934.5 million, 3% above the $904.8 million consensus.
- Equibles projects FY26 revenue of $3.34 billion and remaining performance obligations of $37.5 billion heading into 2027.
Quotes
“Nebius Group secured 50 MW of dedicated AI cloud capacity from AIB Data Centers in the southeastern U.S. under a 12-year agreement.”
“Nebius Group (NBIS) is forecast to report Q3 2026 revenue of $934.5 million, 3% above the $904.8 million consensus”