Nebius Group Shares Surge 18.55% on $2.93 Billion Trade, 22nd Highest Volume Amid 625% Revenue Jump

On August 7, 2025, Nebius Group (NASDAQ: NBIS) surged 18.55% with a trading volume of $2.93 billion, marking a 447.83% increase from the previous day and securing the 22nd highest trading volume in the market. The AI infrastructure provider reported second-quarter revenue of $105.1 million, reflecting a 625% year-on-year and 106% quarter-on-quarter growth. The company raised its annualized run-rate revenue (ARR) guidance to $900 million–$1.1 billion for 2025, citing strong momentum in its core business, which achieved positive Adjusted EBITDA ahead of schedule. Founder and CEO Arkady Volozh emphasized the accelerating demand for AI infrastructure, with plans to secure over 1 gigawatt of power by 2026 to expand capacity.

Nebius’s Q2 results highlight its strategic focus on scaling AI cloud solutions amid rising global demand. The company’s core operations demonstrated profitability ahead of expectations, signaling operational efficiency. Volozh noted that the company’s aggressive expansion aligns with the growing need for compute, software, and services in AI development. The updated ARR guidance underscores confidence in sustained revenue growth, supported by infrastructure investments and market positioning against competitors in the AI cloud sector.

The stock’s sharp rise follows a broader trend of investor optimism in AI infrastructure providers. Nebius’s Q2 performance, including its adjusted EBITDA improvement and capacity expansion plans, has reinforced its appeal as a high-growth play in the sector. The company’s ability to convert revenue growth into profitability while scaling infrastructure positions it to capture a larger share of the AI market, particularly as use cases for AI-driven applications expand across industries.

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