Nebius (NBIS): FY25 Q1 earnings call, May 20, 2025

Tue, May 20Earnings callSpeaker-labelled transcriptNebius

No Kalshi or Polymarket word markets were listed for Nebius’s May 20, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

12 matches for “Blackwell”; 5 quoted, at least 25 words apart.

Andrey Korolenkocompanyprepared

…the best possible experience for all customer scenarios going forward with the Blackwell generation clusters. Last, but not least, we expanded integrations with external AI…

Daniel Boundscompanyprepared

…would be one of the first AI clouds to offer the NVIDIA Blackwell Ultra AI Factory platform. We also became a launch partner for NVIDIA…

Roman Chernincompanyprepared

…$310 million, and we are continuing to experience strong demand into May. And now I'll pass it to Tom Blackwell to walk through our guidance.

Roman Chernincompanyqa

…And in the second half of the year, we expect to bring Blackwells for customers which should provide further support to our revenue profile and…

Andrey Korolenkocompanyqa

…the Hopper GPU generation for us. And at the moment, there are Blackwells deployed in the second part of the Kansas City, and they will…

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