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Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand

1 source ·1 article ·6h ago

Nebius Group's Q2 revenue surged 454% year-over-year to over $582 million, driven by faster capacity ramps, with analysts bullish but price targets suggesting shares are fairly valued near $230.

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All coverage · 1 article

MarketBeat ·6h ago

Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand

Nebius Group's Q2 revenue surged 454% year-over-year to over $582 million, driven by faster capacity ramps, with analysts bullish but price targets suggesting shares are fairly valued near $230.