Nebius Group beat Q1 expectations with revenue up 684% year over year and adjusted EBITDA turning positive, signaling a major inflection in profitability and scale. Management raised capacity guidance by 25% and said pipeline generation increased 3.5x quarter over quarter, while the Eigen AI and Clarifai deals expand the company’s inference capabilities beyond GPU rental. The update is likely to support sentiment in AI infrastructure and growth-tech names.
Nebius Group beat Q1 expectations with revenue up 684% year over year and adjusted EBITDA turning positive, signaling a major inflection in profitability and scale. Management raised capacity guidance by 25% and said pipeline generation increased 3.5x quarter over quarter, while the Eigen AI and Clarifai deals expand the company’s inference capabilities beyond GPU rental. The update is likely to support sentiment in AI infrastructure and growth-tech names.
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strongly positive
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0.78
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