Guy
@guy_drt75
GTM @nebiusai Europe & Just a random Guy whose opinions are his own :)
加入 November 2011
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Insane numbers. Proud to be part of this journey !!
“Everything we set out to do this quarter, we did. In most cases, we did more.”
– Arkady Volozh, founder and CEO
Highlights from our Q2 results:
Total contract value won during the quarter up 4x;
Four landmark customer agreements averaging over $1 billion in TCV;
Average annual contract value above $20 million per MW;
AI cloud revenue up 514% to $575M, and a higher adjusted EBITDA margin of 50%;
Contracted capacity guidance for 2026 increased to 5 GW;
Expecting to deploy more than 1 GW per year from 2027.
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