Founder & Chief Executive Officer, Nebius Group N.V.
Search every verified Arkady Volozh interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Arkady Volozh, founder and CEO of Nebius Group, discussed the company's second-quarter 2026 results and strategy during an August 2026 earnings call. He stated that the company builds capacity ahead of contracts and uses its multi-tenant cloud and software stack to support customers, adding that Nebius chooses when, to whom, and on what terms it sells. Volozh said the company launched its first capacity auction, which he described as successful and clearing at the highest price seen for the Blackwell generation of chips, 15% above the highest price previously charged. He also mentioned that Nebius is negotiating shorter-term capacity deals, typically up to six months, for customers with immediate needs, with deals in the $40–50 million per megawatt range, and that one such deal had recently been signed. Volozh said the company could sell its entire 2027 capacity on those terms but is choosing not to, in order to serve shorter-term client needs. In earlier calls, Volozh reported strong demand and said the company sold out all available capacity in Q3 2025, with every new capacity addition sold out. He announced a deal with Meta for approximately $3 billion over five years and raised expectations for contracted power to grow to 2.5 gigawatts by the end of 2026. In Q1 2026, he said demand remained high and raised the 2026 capital expenditure guidance to between $20 and $25 billion, up from a prior range of $16 to $20 billion. Volozh also reiterated a target of $7–9 billion in annualized run-rate revenue by the end of 2026, citing contracted capacity of more than 2 gigawatts and progress toward exceeding 3 gigawatts.
08/12/2026 Q&A: 16:04 Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driving technology for self-driving cars and delivery robotics. It has a strategic alliance with…
... that's the only realistic thing that could go wrong with the earnings call is but you know it'd be better to hear if things are delayed ...
Arkady Volozh launched Nebius with one 25-megawatt data center and a belief that the AI era would require more infrastructure than anyone was building. Now, fresh off a round of major announcements—new company commitments, a deepening Nvidia partnership, and significant financing—Arkady joins us to look back on how far Nebius has come and where they’re headed next. In this episode of Spotlight On, Arkady sits down with Accel’s Matt Weigand to talk about how domain expertise became Nebius’s early edge, the financing logic behind its rapid expansion, and why competing with hyperscalers doesn’t…
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Full disclosure announcement, including key financials: https://assets.nebius.com/assets/a24c0d55-... Letter to shareholders from founder and CEO Arkady Volozh: https://assets.nebius.com/assets/94ab89ea-... Subscribe: / @insidertradinglive
“This is a $27 billion contract with Meta, but in fact, it's worth a lot more for us. This contract alone can unlock billions of dollars of capital for our own multi-tenant cloud at attractive rates that may not otherwise be available to us.”
“Demand is high. Everything we build with is sold. That is what is driving us to build more and to raise our 2026 capex guidance to between 20 and $25 billion which is up from our prior range of 16 to 20 billion.”
“When you see the news about this 27 or so billion dollars, you should actually understand that in this particular contract there is actually two contracts inside. One is $12 billion when we really provide bare metal capacity to Meta for themselves to use and for this we are getting the second part of the contract which is $15 billion of backtop. What it means for us: we will be building, we will be using actually mat”
“It's not just investment just money for us. It's actually much deeper work which going on behind this investment with Nvidia where we together develop and optimize we help them optimize their systems. It's a lot of engineering work between the teams in the background. It's a sign of a deeper collaboration with Nvidia and we are extremely proud of course that they become our partner and shareholder but again it's not ”
“We are building a full-scale cloud for the rest of the AI builder market. Big tech companies are great. There is a lot of experience. The teams respect each other when they work together. But our focus is multi-tenant cloud for the rest. We go into this context because there is a huge demand from their side. They need to grow faster than they can and they outsource this growth to companies like ours and many others. ”
“The easiest way to get AI implemented is for where we actually have remote tasks. When you have something remote service, you actually don't care who provides a human who is on the other side of the line, a human or an algorithm. They started analyzing this remote services, what professions and what areas could be automated through remote services. They came to the conclusion to quantify the things that if this part ”
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