Supporting evidence

• LedgerNo quantified revenue, EPS, or margin figures available for Q2 2026
• LedgerStrong quarter based on: No quantified revenue, EPS, or margin figures available for Q2 2026 · Revenue growth reported at 0.0% YoY — inconsistent with high-growth AI infrastructure narrative · Guidanc…
• LedgerRevenue +454% YoY (Q2 FY2026)

• EventData Completeness Risk
• EventNVIDIA Dependency Noted
• EventAI Infrastructure Buildout Ongoing
• EventStrengthens Nebius Token Factory, enhances model performance, optimizes unit economics, and accelerates US market expansion.
• EventStrengthens Nebius Token Factory as a frontier managed inference platform for production AI, enhances model performance, optimizes unit economics, and accelerates expansion in the…
• EventFinalizes the integration of Eigen AI's technology and talent, further strengthening Nebius's AI inference capabilities.
• InitiativeAccelerated by the acquisition of Eigen AI and the establishment of an engineering and research presence in the San Francisco Bay Area.
• InitiativeFunds from convertible senior notes offering are allocated for this, and the NVIDIA partnership aims to accelerate its buildout.
• InitiativeFunds from convertible senior notes offering are allocated for this purpose.
• InitiativeFunds from convertible senior notes offering are allocated for this purpose.
• EventMaterial financial metrics absent — revenue, EPS, and margin data not provided in release payload
• EventNVIDIA supply chain dependency — as a critical partner, GPU availability constraints could impair Nebius AI cloud capacity expansion