Marc Boroditsky

AI infrastructure company, Nebius Group NV (NASDAQ:NBIS), has fully sold out all available capacity, with CEO Arkady Volozh confirming the company's AI infrastructure buildouts are consistently absorbed by overwhelming demand. Company Plans Renewed Capex To Keep Up With Demand During the company...

It's not often that a hypergrowth company complains about too much demand. But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story. We are "learning to say no to customers," admitted Chief Revenue Officer Marc Boroditsky, during the company’s third quarter earnings call, after...

Nebius Group NV (NASDAQ:NBIS), the Nvidia Corp (NASDAQ:NVDA)-backed AI infrastructure company, has dropped more than 24% over the past five days — but options data suggests institutional traders are treating the slide as a buying opportunity, not a red flag. Track NBIS stock here. According to...