Top investor Yiannis Zourmpanos says Nebius still has upside after a 48% share jump
AI Market Summary
Nebius' Q2 results signaled rapid scale in AI infrastructure: revenue rose 454% YoY to $582m and AI revenue +514% to $575m, with adjusted EBITDA margin improving to 41% (core AI 50%). Management's strategy to retain future capacity and monetize via higher-priced short-term contracts ($40–50m per MW vs $20–25m) supports stronger unit economics and financing flexibility, reinforcing bullish positioning after the recent rally.
Impact level
● Medium
Affected assets
NCSKNBIS2USD/USDT-4.41%
AI Insight · NCSKNBIS2USD/USDTAI Insight
▲ Bullish
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Top investor Yiannis Zourmpanos said Nebius shares still have room to rise. The company reported second-quarter revenue up 454% year over year to $582 million, while AI revenue climbed 514% to $575 million. Run-rate revenue reached $3 billion and adjusted EBITDA margin improved to 41%, with the core AI business at a 50% margin. The stock has already gained 48% recently.
