Nebius Soars 2.12% on $1.57B Surge as Trading Volume Ranks 43rd Amid AI Cloud Expansion

Nebius Group (NBIS) surged 2.12% on August 11, 2025, with a trading volume of $1.57 billion, ranking 43rd in market activity. The AI infrastructure provider is advancing toward 2025 targets of $1.1 billion in annualized revenue and $630 million in total group sales. Q2 results revealed $105.1 million in revenue, a 625% year-over-year increase, driven by high demand for its copper GPU-powered AI cloud platform. The company reported positive adjusted EBITDA for its core unit and raised its ARR guidance to $900 million–$1.1 billion, reflecting strong utilization of its data center capacity.

Strategic expansion includes 220 MW of GPU-ready power by year-end and plans to scale to over 1 GW by 2026. New data center projects in New Jersey, Finland, and two U.S. greenfield sites are accelerating infrastructure growth. Nebius has secured partnerships with AI-focused clients like Cloudflare, Prosus, and Shopify, solidifying its position as a key cloud provider for native AI startups. The company’s $4 billion in capital raises and diversified investments in subsidiaries such as Avride and Toloka further strengthen its financial position.

Despite its momentum, Nebius faces competitive pressures from tech giants and macroeconomic risks. Management highlighted the impact of Blackwell GPU launches and increased data center capacity on expected year-end sales growth. However, intensified rivalry with firms like Microsoft and CoreWeave could challenge its market share in the long term.

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