Nebius — Q1 $399M rev +684% EBITDA +$129M $9.3B cash 1.2GW power
Key Questions
What were Nebius's Q1 revenue and growth figures?
Nebius reported $399 million in Q1 revenue, up 684%, with 98% from AI. This marks explosive growth in its full-stack AI infrastructure.
Did Nebius achieve profitability in Q1?
Nebius flipped to positive EBITDA of $129 million in Q1. This reflects scaling efficiencies amid hyperscaler power constraints.
What is Nebius's cash position and power pipeline?
Nebius holds $9.3 billion in cash and a 1.2GW power pipeline. These support 25 billion in AI infrastructure bets within the NVIDIA ecosystem.
How does Nebius fit into the broader AI infrastructure landscape?
Nebius provides full-stack AI infra scaling for NVIDIA users, amid power crunches affecting hyperscalers like HUT and FLNC. Its 684% AI rev growth highlights demand.
What is the status of this Nebius highlight?
The highlight is 'developing,' driven by massive Q1 earnings explosion. It positions Nebius as a key player in AI data centers.
Nebius Q1 earnings 684% AI rev to $399M, EBITDA flip +$129M, $9.3B cash, 1.2GW power pipeline, 98% AI rev, 25B AI infra bet; full-stack infra scaling NVDA ecosystem amid hyperscaler power crunch HUT/FLNC/CoreWeave post-earnings.