---
title: "The demand for AI infrastructure has driven Nebius's performance, with sold-out capacity indicating market confidence"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/265344672.md"
description: "Financial report data shows that as the Dutch emerging cloud service provider Nebius announced an artificial intelligence infrastructure agreement with Meta and predicted rapid growth by 2026, Nebius's third-quarter sales soared by over 300%, reaching $146 million. According to a letter from CEO and co-founder Arkady Volozh to shareholders, the company forecasts that by the end of 2026, its annualized run rate revenue will reach between $7 billion and $9 billion. He announced on Tuesday that Nebius signed a five-year agreement with Meta to provide approximately $3 billion worth of capacity, marking its second large AI infrastructure deal. Chief Revenue Officer Marc Boroditsky stated in an interview that this outlook is \"very strong, but not easily achievable,\" noting that the forecast is based on expected growth in transaction flow and AI cloud business. Boroditsky mentioned that the company sold out all available cloud capacity in the third quarter and is nearly sold out this quarter as well"
datetime: "2025-11-11T12:35:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265344672.md)
  - [en](https://longbridge.com/en/news/265344672.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265344672.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/265344672.md) | [繁體中文](https://longbridge.com/zh-HK/news/265344672.md)


# The demand for AI infrastructure has driven Nebius's performance, with sold-out capacity indicating market confidence

According to Jinshi Data on November 11, financial report data shows that as the emerging Dutch cloud service provider Nebius announced an artificial intelligence infrastructure agreement with Meta and predicted rapid growth by 2026, Nebius's third-quarter sales soared by over 300%, reaching $146 million. According to a letter from CEO and co-founder Arkady Volozh to shareholders, the company forecasts that by the end of 2026, its annualized run rate revenue will reach between $7 billion and $9 billion. He announced on Tuesday that Nebius signed a five-year agreement with Meta to provide approximately $3 billion worth of capacity, marking its second large AI infrastructure deal. Chief Revenue Officer Marc Boroditsky stated in an interview that this outlook is "very strong, but not easily achievable," noting that the forecast is based on expected growth in transaction flow and AI cloud business. Boroditsky mentioned that the company sold out all available cloud capacity in the third quarter and is nearly sold out this quarter as well

### 相关股票

- [Meta Platforms (META.US)](https://longbridge.com/zh-CN/quote/META.US.md)
- [Nebius (NBIS.US)](https://longbridge.com/zh-CN/quote/NBIS.US.md)

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