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    Alex DeVall • Goldman Sachs

    Alex DeVall's questions to Nebius Group NV (NBIS) leadership

    Alex DeVall's questions to Nebius Group NV (NBIS) leadership • Q2 2025

    Question

    Alex DeVall of Goldman Sachs & Co. asked about the overall AI compute demand environment, the timeline for the infrastructure build-out to 220 megawatts this year and one gigawatt by 2026, and specific demand trends for the new Blackwell GPUs.

    Answer

    Chief Revenue Officer Marc Boroditsky described demand as 'very strong,' with the company selling through all available capacity. Co-Founder & Chief Product & Infrastructure Officer Andrey Korolenko detailed expansion plans, highlighting New Jersey and Finland as key drivers for 2025 and noting two new greenfield sites for 2026. Boroditsky added that while Hopper demand remains strong, Blackwell GPUs are selling at a healthy premium.

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    Alex DeVall's questions to Nebius Group NV (NBIS) leadership • Q2 2025

    Question

    Alex DeVall from Goldman Sachs inquired about the overall AI compute demand environment, the specific timeline for the infrastructure build-out to 220 megawatts and then one gigawatt, and the demand trends for the new Blackwell GPUs.

    Answer

    Chief Revenue Officer Marc Boroditsky described demand as "very strong," leading to peak utilization, and noted that new Blackwell GPUs are selling at a premium while Hopper demand remains robust. Chief Product & Infrastructure Officer Andrey Korolenko detailed the capacity ramp-up, with expansions in New Jersey and Finland driving the 220 megawatts of connected power expected by year-end 2025. He also confirmed advanced discussions for two new greenfield sites to help reach the one-gigawatt goal by 2026.

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