---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000832331.md"
description: "Compute constrained.On reflection, the growth in Q2 hyperscaler cloud backlog is utterly ridiculous. And they'll only be more ridiculous in Q3.Ofc, it's extremely bullish for $Nebius(NBIS.US)'s hyperscaler book. $Coreweave(CRWV.US) too, albeit to a lesser extent since they're lab-heavy with OpenAI commitments.Fun times ahead with Nebius Q2 earnings next week."
datetime: "2026-08-03T22:36:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000832331.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000832331.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000832331.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
generator: "portal-rs"
---

# Compute constrained.On reflection, the growth in Q…


### Related Stocks

- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**