Key Takeaways Nebius' revenues jumped 625% year over year to $105.1M in Q2 2025 on strong AI cloud demand.The company raised ARR guidance to$900M-$1.1B while keeping core business outlook unchanged.Nebius signed a$17.4B, five-year AI infrastructure deal with Microsoft, with possible expansion.Nebius Group N.V. (NBIS) , an artificial intelligence (AI) cloud infrastructure provider, is capitalizing on the surge in global demand for AI computing power. The Amsterdam-based company has reported robust growth i ...