AI云服务公司Nebius周四公布的第三季度营收超过了华尔街预期，并预计2027年销售额将达到120亿至130亿美元，这得益于对其云计算基础设施的旺盛需求。
Nov 12 : AI cloud company Nebius on Thursday topped Wall Street estimates for third-quarter revenue and projected $12 billion to $13 billion in sales for 2027, powered by booming demand for its cloud computing infrastructure.
这家总部位于阿姆斯特丹的公司股价在周三飙升逾15%，此前竞争对手CoreWeave发布了强劲财报；周四盘前交易中股价在波动中微涨。
The Amsterdam-based company's shares, which surged more than 15 per cent on Wednesday after neocloud rival CoreWeave's results, were marginally up in volatile premarket trading.
根据LSEG汇编的数据，截至9月30日的季度营收为9.81亿美元，高于分析师平均预期的9.075亿美元。
Nebius reported revenue of $981 million for the quarter ended September 30, compared with analysts' average estimate of $907.5 million, according to data compiled by LSEG.
不过，其2026年营收预期区间为30亿至34亿美元，中值略低于市场预期的33.7亿美元。公司预计到2027年底将在税前基础上实现盈亏平衡。
However, its 2026 revenue forecast range of $3 billion to $3.4 billion was slightly lower than market estimates of $3.37 billion at the midpoint. The company expects to break even on a pre-tax basis by the end of 2027.
上个月，受AI和数据中心股票大幅抛售拖累，Nebius股价跌去三分之一以上，投资者担忧CoreWeave的巨额债务，并对新型云服务商在更紧缩的市场环境下融资能力产生疑虑。
Nebius had lost more than a third of its value last month amid a steep selloff in AI and data center stocks, as investors fretted over the massive debt pile at CoreWeave and raised concerns about the neoclouds' capacity to raise funds under tighter market conditions.
Nebius的财报发布前，CoreWeave周二刚刚上调年度营收预期，并表示目标是在2028年上半年实现经调整基础上的盈利。
Nebius' results follow a strong showing from CoreWeave, which raised its annual revenue forecast on Tuesday and said it was targeting profitability on an adjusted basis in the first half of 2028.
Nebius表示，第三季度客户签署了更长期、价格更高的合同，并支付了更多预付款。
Nebius said its customers committed to longer deals at higher prices in the third quarter and paid more money up front.
公司称，这些预付款覆盖了第三季度与这些合同相关的资本支出的100%以上，包括数据中心建设和网络设施。
Those prepayments covered more than 100 per cent of the capital spending associated with those contracts in the third quarter, including data center construction and networking, the company said.