Andrew Beal's questions to Nebius Group NV (NBIS) leadership • Q2 2025
Question
Andrew Beal from Arote questioned what Nebius needs to do to secure large, multi-year deals with hyperscalers and when such a deal might materialize. He also inquired about the status of the AV Ride business.
Answer
Founder and CEO Arkady Volozh stated that the primary action to capture large hyperscaler deals is significantly increasing capacity, which the company is now aggressively addressing. He reiterated that any such large deals would be incremental to current financial projections. Volozh also discussed AV Ride's expansion in both its delivery and autonomous vehicle lines, noting its partnership with Hyundai and upcoming robotaxi launch with Uber in Dallas, framing it as a significant source of future value.