Nebius (NBIS): GPU pricing transparency and physical-AI tools broaden its cloud offering
Why it is trending
Nebius introduced public live pricing for GPU spot capacity and expanded its European AI Builder Program with NVIDIA. The initiatives give customers more flexible access to computing capacity while broadening the company's developer ecosystem.
The company also launched an open-source Physical AI Workbench, developed with NVIDIA, that brings robotics data generation, simulation, training and evaluation into one workflow. These are confirmed product developments; their incremental revenue contribution has not been disclosed.
Sector
Nebius operates AI cloud infrastructure, supplying GPU computing and development tools. The market-data classification below is distinct from this operating-business description.
Company information
Metric | Company profile |
Sector | Communication Services |
Industry | Internet Content & Information |
Market capitalization | $45.69 billion; October 21, 2026, 8:51 a.m. Central Time snapshot |
YTD price return | Unavailable: consistently split-adjusted year-end comparison not fully verified |
Dividend yield | 0%; no indicated regular cash dividend verified |
Forward P/E, next fiscal year (FY1) | Unavailable: verified FY1 estimate basis not available |
Profile checked October 21, 2026. The market-cap figure is an explicitly dated intraday observation, not the prior session's close.
Recent earnings
Metric | Q2 2026 results / full-year outlook |
Revenue | $582.3 million, up 454% year over year |
GAAP diluted EPS, continuing operations | Loss of $0.68, versus income of $2.05 a year earlier |
Adjusted net loss, non-GAAP | $33.2 million, versus $91.5 million a year earlier |
Adjusted EBITDA, non-GAAP | $236.2 million, versus a $21.0 million loss a year earlier |
AI cloud revenue | $574.9 million, up 514% year over year |
AI cloud adjusted EBITDA margin, non-GAAP | 50% |
Annualized revenue run rate | $3.0 billion at quarter-end; latest month's AI cloud revenue multiplied by 12, not reported annual revenue |
Outlook, forecast | Full-year guidance reaffirmed; customer prepayments expected to exceed $9 billion in 2026 |
Earnings trend | Insufficient comparable data: a consistent three-quarter diluted-EPS comparison was not verified |
Sales trend | Mixed: reported revenue YoY growth was 547% in Q4 2025, 684% in Q1 2026 and 454% in Q2 2026 |
Results cover the quarter ended June 30, 2026. The sales trend describes reported growth, not a forecast. Non-GAAP measures are not substitutes for GAAP results.
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Wednesday October 21, 2026