Futurum Equities
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参加 May 2025
10 フォロー中 21.5K ファン
Nebius swung to $2.25B in operating cash flow this quarter, from a $168M outflow a year ago, with over $9B in customer prepayments expected in 2026.
Prepaid multi-year contracts are how the compute buildout gets financed before the racks ship. $NBIS
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