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NBIS Q1: +684% rev, +16% stock. What's next?

Life_Dot_7072reddit / May 14, 2026 · 08:11 / NBIS BUY

Numbers: * Rev $399M (+684%) * ARR $1.92B (+674%) * Adj EBITDA 129.5M(vs−129.5*M*(*vs*−53.7M) * AI Cloud margin 45% Key drivers: * Demand still > supply. Pipeline up 3.5x QoQ. * Moving from training → inference (acquired Tavily, Clarifai) * Power …

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