---
title: "Nebius posts 684% revenue jump, raises power capacity target"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286311652.md"
description: "Nebius reported a remarkable 684% increase in Q1 revenue, reaching $399 million, driven by AI cloud demand from major clients like Meta and Microsoft. The company expanded its power capacity with a new site in Pennsylvania, raising its year-end target to over 4 GW. Following this news, shares surged over 18%, although analysts remain divided on the valuation risks compared to the long-term growth potential in AI infrastructure."
datetime: "2026-05-13T20:21:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286311652.md)
  - [en](https://longbridge.com/en/news/286311652.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286311652.md)
---

# Nebius posts 684% revenue jump, raises power capacity target

Record revenue growth: Nebius' Q1 revenue soared 684% to $399 million, beating estimates and fueled by AI cloud demand from clients like Meta and Microsoft. Expansion accelerates: A new Pennsylvania site with 1.2 GW power pushed contracted capacity above 3.5 GW, prompting a year-end target increase to over 4 GW. Investor reaction: Shares rose more than 18%, with analysts split on valuation risk versus long-term AI infrastructure growth potential.

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