International Perspective · August 14, 2026
① Nebius Q2 Revenue Surges 454% YoY to $582M as AI Cloud Demand Accelerates — Nebius Group (NASDAQ: NBIS), the Amsterdam-headquartered AI cloud infrastructure company, reported Q2 2026 revenue of $582 million, up 454% year-over-year, with AI cloud capacity demand driving the surge; AI cloud revenue grew ~514% YoY and the company reiterated continued capex to expand GPU capacity. (Seeking Alpha / Nebius IR)
② CoreWeave Q2 Revenue Doubles to $2.58B, $104B Backlog Signals Still Supply-Constrained AI Build-Out — CoreWeave (NASDAQ: CRWV) reported Q2 FY2026 revenue of $2.58 billion, up 112% year-over-year, with a $104 billion backlog and raised full-year 2026 guidance; net loss widened as the company scales AI data-center capacity to meet demand. (CNBC)
③ Lenovo FY27 Q1 Revenue +43%, AI Server Backlog Triples to RMB 360B [详见中文版] — Lenovo Group (HKSE: 0992) reported Q1 FY2026/27 results: revenue reached RMB 183.4 billion (~$26.9B), up 43% YoY, a record quarterly high; adjusted net profit topped $1B (~RMB 7.3B), up 176% YoY. AI-related revenue rose 60% YoY to RMB 63.4B (~35% of group revenue); AI server backlog rose to RMB 360B from RMB 140B. (Lenovo IR)