Nebius Group NV Shs Class-A-

NBIS: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Nebius Earnings: GPU Spot Prices Triple and Neoclouds Exploit Short-Term Scarcity

Javier Correonero

Aug 12, 2026

Our key takeaways from Nebius’ second-quarter call are that GPU spot rental rates continue to climb as the artificial intelligence supply/demand imbalance intensifies and neoclouds want to maximize value extracted from short-term pricing.

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Nebius Group NV Shs Class-A-

Nebius Earnings: GPU Spot Prices Triple and Neoclouds Exploit Short-Term Scarcity

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