๐น Revenue: $105.1 M (Est. $101.2 M) ๐ข; UP +625% YoY; UP +106% QoQ
๐น Adj. EBITDA loss: $(21.0 M) (Est. $(59.6 M)) ๐ข
Guidance
๐น ARR outlook: $900 Mโ$1.1 B (Est. $875 M) ๐ข
Strategic Expansion
๐น Power capacity target: > 1 GW secured by end-2026
CEO Arkady Volozh Commentary
๐ธ โDemand for AI infrastructure โ compute, software and services โ is only going to get stronger as use cases multiply. We are aggressively scaling up capacity to capture this substantial opportunity, and are in the process of securing more than 1 GW of capacity by the end of 2026.โ