qinbafrank
qinbafrank|Aug 12, 2026 12:28
No surprises here, NBIS's financial report is also impressive. Q2 revenue hit $582 million, up 454% year-over-year; adjusted net loss narrowed to $33.2 million, down 64% year-over-year; AI cloud business revenue surged 514% to $575 million; adjusted EBITDA profit margin improved to 50%. Raised the 2026 contracted power capacity guidance to 5 GW, and expects to deploy over 1 GW annually starting from 2027. How are the big short sellers holding up?
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