Nebius Group – The Yandex Offshoot Becomes an AI Computing Machine, Whose Capacity Dwindles Faster Than Supply! Emerging!

Nebius misses the loss target yet the stock rises anyway – because the real message is scarcity: The company could sell its entire 2027 capacity today already. As long as the AI Cloud delivers a 49.7% EBITDA margin and the revenue rate climbs to 3 billion USD, the surge in orders outweighs the red numbers. Sold Out Until 2027 The most telling statement of the second quarter is not found in a balance sheet number, but in a phrase from management: The demand for computing capacity is so high that Nebius could already sell its entire capacity...