Nebius

Nebius Group closed a private offering of convertible senior notes totaling about $5.75 billion—split into 0.50% notes due 2030 and 4.50% notes due 2034—exceeding its $4.5B target after strong institutional demand. Proceeds will fund data-center construction, its full‑stack AI cloud, GPU procurement and general purposes, supporting a $37.5B backlog of long‑term contracted capacity anchored by a five‑year $12B Meta deal. The company also exchanged $800 million of older convertible notes for roughly 15.8 million Class A shares, a move that could increase near‑term dilution and selling pressure. Traders will watch whether the stock rebound holds and how the new notes trade amid concentration risk from a few large customers and continued heavy capex needs. » More on finance.yahoo.com

Nebius recorded a 454% revenue increase in Q2 2026 to 582.3 million USD, an annualized revenue run rate of 3.0 billion USD and an adjusted EBITDA of 236.2 million USD; the company confirmed its full-year targets and shortened the payback period for new deals to 1 year and 10 months. Despite these strong figures and several large contracts, investor Michael Burry increased his short position, betting on a potential collapse in demand for AI compute. It remains unclear whether the large upfront investments in chips and data centers will deliver the expected returns long term if demand weakens. » More on finanzen.net

Nebius Group reports Q2 2026 revenue of about 582.3 million USD (+454% year-on-year) and H1 revenue of roughly 981.3 million USD (+529%). Net result was a loss of around 190.4 million USD. Growth was driven mainly by the AI‑Cloud segment, which accounted for about 574.9 million USD or 98% of group revenue. At the same time, expansion plans are reflected in high capital expenditures (Q2: -5,657.4 million USD; H1: -8,130.3 million USD), planned investments of 20–25 billion USD for 2026 and an order backlog of around 40 billion USD, all of which highlight future financing needs. Nvidia holds a passive stake of about 9.3%; the full-year guidance of 3.0–3.4 billion USD in revenue remains unchanged. » More on finanzen.net