AI Earnings Keep Confirming The Buildout
The article cites AI infrastructure demand evidence from SiTime, SanDisk, SpaceX, and Aeva and highlights Nebius Group N.V. (NBIS), which reported Q2 revenue of $582 million, up 454% YoY, with an annualized $3 billion run-rate and four AI-cloud contracts over $1 billion each, shares up 34% Wednesday. It also discusses uniQure N.V. (QURE) after FDA accelerated-approval pathway updates, including option-structure payoff ranges.



