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    Andrew Beal • Arote

    Andrew Beal's questions to Nebius Group NV (NBIS) leadership

    Andrew Beal's questions to Nebius Group NV (NBIS) leadership • Q2 2025

    Question

    Andrew Beal from Arote inquired about Nebius Group's strategy for securing large, multi-year contracts with hyperscalers and Frontier AI labs, similar to deals announced by competitors. He also asked for an update on AV Ride.

    Answer

    Founder & CEO Arkady Volozh explained that the primary strategy is significantly increasing capacity to meet the scale requirements of these large customers. He reiterated that such deals are not included in current projections and would be incremental. Volozh also discussed AV Ride's progress, including its expanding delivery services and the planned robotaxi launch with Uber in Dallas.

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    Andrew Beal's questions to Nebius Group NV (NBIS) leadership • Q2 2025

    Question

    Andrew Beal from Arote asked what Nebius needs to do to secure large, multi-year contracts with hyperscalers and Frontier AI labs, similar to its competitors. He also inquired about the progress of the AV Ride subsidiary.

    Answer

    Founder and CEO Arkady Volozh stated that the primary action to capture large deals is significantly increasing capacity, which is now underway with the one-gigawatt plan. He reiterated that such deals would be incremental to current guidance. On AV Ride, Volozh noted its excellent performance, expansion with partners like Uber, Grubhub, and HEB, and the planned robotaxi launch in Dallas, viewing it as a source of significant future value for the group.

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