Rachel 🇰🇷

At Crypto VC · Investing Stocks & Crypto

[Rachel 🇰🇷 @Rachel_0x0x]

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[Rachel 🇰🇷 @Rachel_0x0x]

$NBIS +34% was impressive.

But the bigger story is what’s happening behind the numbers.

Nebius’ AI Cloud revenue grew 514% YoY, while contract value won quadrupled.

More importantly, ACV per MW keeps climbing:

$12M → $20M+ → $40M+

Demand is strong enough that Nebius could contract its 2027 capacity today — yet it’s deliberately holding some back as terms continue to improve.

~70% of new contracts include upfront payments covering 50–60% of CapEx, while the payback period has shortened to 1 year 10 months.

$CRWV is showing the same direction: $104B backlog, 1.5GW installed, and better margins on new deals.

The AI infrastructure story is shifting from:

“How much can you build?” → “How much pricing power do you have?”

And that matters beyond $NBIS and $CRWV.

$IREN $APLD $WULF $HUT

Scarce AI capacity is becoming more valuable.

@nebiusai @CoreWeave @IREN_Ltd

[Nebius @nebiusai]

“Everything we set out to do this quarter, we did. In most cases, we did more.”
– Arkady Volozh, founder and CEO

Highlights from our Q2 results:

Total contract value won during the quarter up 4x;
Four landmark customer agreements averaging over $1 billion in TCV;
Average annual contract value above $20 million per MW;
AI cloud revenue up 514% to $575M, and a higher adjusted EBITDA margin of 50%;
Contracted capacity guidance for 2026 increased to 5 GW;
Expecting to deploy more than 1 GW per year from 2027.

[Rachel 🇰🇷 @Rachel_0x0x]

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