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Nebius: Expanding GPU Capacity to Capture the Structural Growth of AI Workloads!

Nebius Group recently announced its fourth-quarter 2025 earnings, revealing a robust financial performance strongly driven by growth in its AI cloud business. The company’s revenue for Q4 amounted to $228 million, showing an impressive year-over-year growth of 547% and a substantial quarter-over-quarter increase of 56%. The annualized run rate revenue hit $1.2 billion, surpassing the high-end guidance provided in the previous quarter. On the positive side, Nebius Group’s core AI cloud segment has displayed significant growth, marked by an 830% annual increase in revenue and substantial gains from quarter to quarter. The company continues to operate at full capacity with strong demand and robust pricing. This consistent high level of demand has enabled Nebius to secure long-term contracts, contributing to its financial stability and promising future revenue streams. Nebius Group is advancing rapidly in expanding its capacity to meet this demand.