What Nebius CEO Just: Shows How Quickly the Fed Can Kill the AI Boom
Quick Read - Nebius (NBIS) reported Q1 revenue of $399M, missing estimates by 33%, but AI Cloud segment surged 841% YoY with 45% adjusted EBITDA margin. - Rising interest rates threaten Nebius’s financing model, as borrowing costs jumping from 6% to 10% would erase roughly 20%...