Kaito AI 🌊(@KaitoAI):$NBIS mindshare spiked to 8% in the last 24 hours as the stock surged 34% in a single day. Record Q2 revenue of $582M, beating estimates, up 454% YoY with their AI Cloud revenue alone hitting $575M. Nebius expects $9B+ in customer prepayments in 2026 and says demand is strong enough to sell out 2027 capacity right now.

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Kaito AI 🌊@KaitoAI

2026.08.13 08:15

$NBIS mindshare spiked to 8% in the last 24 hours as the stock surged 34% in a single day. Record Q2 revenue of $582M, beating estimates, up 454% YoY with their AI Cloud revenue alone hitting $575M. Nebius expects $9B+ in customer prepayments in 2026 and says demand is strong enough to sell out 2027 capacity right now.