Nebius (NBIS): FY25 Q2 earnings call, Aug 7, 2025

Thu, Aug 7Earnings callSpeaker-labelled transcriptNebius

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).

Updated

Transcript

quotes of at most 25 words

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

9 matches for “Nvidia”; 5 quoted, at least 25 words apart.

Tom Blackwellcompanyqa

…area -- this is an area where we're working in partnership with Nvidia, and we'll soon be announcing some initiatives that will be helping sort…

Tom Blackwellcompanyqa

…mentioned this previously, but we'll be launching our GPU cluster there with Nvidia and with that coming up on stream also early Q4. And just…

Neil Doshicompanyqa

…number of partners in Q2 and continue to strengthen your relationship with Nvidia. What partnerships do you think are most meaningful? And how should we…

Unidentified Company Representativecompanyqa

…then on the infrastructure side, we expanded our AI cloud portfolio with Nvidia AI Enterprise and became a launch NCP partner for Nvidia DGX Cloud…

Neil Doshicompanyqa

Great. Let's see. A question on Lepton, NVIDIA Lepton. What -- how is NVIDIA Lepton impacting our business? Maybe Roman, do you want to take…

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