Nebius (NBIS): FY25 Q2 earnings call, Aug 7, 2025
No Kalshi or Polymarket word markets were listed for Nebius’s Aug 7, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Blackwell”; 5 quoted, at least 25 words apart.
…for the new generation of GPUs to come. And finally, the new Blackwells are coming to the market in masses, and in parallel, we are…
…the expected delivery of additional GPU capacity later this year, particularly the Blackwell Ultras. Because much of this capacity will come online by the end…
…we see potential to shorten the return on invested capital. As for Blackwells, we expect the price at the premium. So it's still early to…
…those things. And the improvements were also driven and geared towards the Blackwell deploy readiness. On speed, we've doubled the speed of our network, and…
…Thanks, Marc. We have a question from Alex, our Goldman analyst, around Blackwell demand. And Marc, as we're bringing on the Blackwells, what does the…
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