AI基础设施需求引爆Nebius业绩 产能售罄显示市场信心

格隆汇
Nov 11

财报数据显示,随着荷兰新兴云服务提供商Nebius宣布与Meta达成人工智能基础设施协议,并预测到2026年将快速增长,Nebius的第三季度销售额飙升了300%以上,达到1.46亿美元。根据首席执行官兼联合创始人Arkady Volozh致股东的一封信,该公司预测到2026年底,年化运行率营收将达到70亿至90亿美元。他于周二宣布,Nebius与Meta签署了一项为期五年的协议,将提供价值约30亿美元的容量,标志着这是其第二笔大型AI基础设施交易。首席营收官Marc Boroditsky在接受采访时表示,这个展望“非常强劲,但并非轻而易举就能实现,”他指出,该预测基于交易流和AI云业务的预期增长。Boroditsky表示,该公司在第三季度售罄了所有可用的云容量,本季度也几乎售罄。

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