Nebius Group's shares surged 34% following a robust Q2 2026 report showing 454% revenue growth and improved pricing strategies, undermining Michael Burry's short thesis on GPU depreciation. Palantir also posted strong results with 93% revenue growth and raised its 2026 guidance, while CoreWeave's long-term GPU contracts challenge depreciation concerns. Despite losses and valuation risks, recent data supports a more durable business outlook for these AI cloud companies, shifting investor focus to whether these gains hold and how short positions adjust.
CoreWeave and Nebius, two leading neocloud companies, reported strong Q2 2026 growth while expanding GPU capacity amid rising interest rates. CoreWeave carries heavy debt with $51.6 billion owed and high interest expenses exceeding operating income, ...
Nebius still makes up about 25% of Yiannis Zourmpanos' portfolio despite a recent 14% price decline, as he maintains strong confidence in its fundamentals. The Palantir partnership could unlock new revenue streams by leveraging Nebius' AI capacity ac...
IREN, transitioning from Bitcoin mining to AI cloud infrastructure, secured a $3.4B AI Cloud contract with NVIDIA and a $2.1B NVIDIA investment commitment to scale up to 600,000 GPUs. Despite a recent quarterly revenue miss and a net loss due to mini...
Nebius and IREN, two AI infrastructure companies, reported Q2 earnings showing different strategies amid booming AI demand. Nebius posted $582.3 million revenue, driven by its AI cloud platform with a 50% EBITDA margin and strong customer backlog. IR...
Nebius Group recently auctioned its Blackwell AI compute capacity at prices 15% above previous highs, with short-term contracts fetching $40-$50 million per megawatt, signaling strong pricing power. The company reported Q2 revenue of $582.3 million, ...
