| 营业收入 | 582.3 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Revenues; numeric column 1 |
| 营业成本（不含折旧） | 133.6 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Cost of revenues; numeric column 1 |
| 产品开发费用 | 191 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Product development; numeric column 1 |
| 销售及管理费用 | 173.9 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Sales, general and administrative; numeric column 1 |
| 折旧摊销 | 259.7 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Depreciation and amortization; numeric column 1 |
| 营业亏损 | -175.9 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Loss from operations; numeric column 1 |
| 利息收入 | 24.1 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Interest income; numeric column 1 |
| 利息费用 | -119.1 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Interest expense; numeric column 1 |
| 股权法投资收益 | 12.7 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Income / (loss) from equity method investments; numeric column 1 |
| 其他净收益 | 81.5 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Other income, net; numeric column 1 |
| 所得税 | 13.7 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Income tax expense; numeric column 1 |
| 持续经营净亏损 | -190.4 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Net income / (loss) from continuing operations; numeric column 1 |
| 现金及等价物 | 8042.1 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Cash and cash equivalents; numeric column 1 |
| 流动债务 | 46.7 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Debt, current; numeric column 1 |
| 非流动债务 | 8499 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Debt, non-current; numeric column 1 |
| 流动递延收入 | 979.4 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Deferred revenue, current; numeric column 1 |
| 非流动递延收入 | 4995.8 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Deferred revenue, non-current; numeric column 1 |
| 列示经营租赁负债 | 1510.4 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Operating lease liabilities; numeric column 1 |
| 总资产 | 27961.5 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Total assets; numeric column 1 |
| 总负债 | 17621 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Total liabilities; numeric column 1 |
| 股东权益 | 10340.5 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.6; Total shareholders' equity; numeric column 1 |
| 设备折旧 | 253.8 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Depreciation of property and equipment; numeric column 1 |
| 无形资产摊销 | 5.9 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Amortization of intangible assets; numeric column 1 |
| 租赁调整 | 34.6 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; accretion; numeric column 1 |
| 债务折价及费用摊销 | 26.8 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; interest expense capitalized; numeric column 1 |
| SBC 加回 | 102.5 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Share-based compensation expense; numeric column 1 |
| 递延税项 | 8 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Deferred income tax (expense) / benefit; numeric column 1 |
| 汇兑调整 | -21.1 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Foreign exchange gains; numeric column 1 |
| 股权法收益调整 | -12.7 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; (Income) / loss from equity method investments; numeric column 1 |
| 信用损失准备 | 4 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Provision for expected credit losses; numeric column 1 |
| 其他非现金调整 | 3.8 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Other; numeric column 1 |
| 应收回款贡献 | 1186.8 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Accounts receivable; numeric column 1 |
| 预付款项变化 | -68 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Prepaid expenses; numeric column 1 |
| 应付及应计负债变化 | 23.1 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; payable; numeric column 1 |
| 递延收入变化 | 1197 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Deferred revenue; numeric column 1 |
| 其他资产变化 | -264.5 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Other assets; numeric column 1 |
| 增值税变化 | -43.5 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; VAT reclaimable; numeric column 1 |
| 持续经营现金流 | 2246.1 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Net cash provided by / (used in) operating activities – continuing operations; numeric column 1 |
| 现金资本开支 | -5657.4 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Purchases of property and equipment and intangible assets; numeric column 1 |
| 投资现金流 | -5645.7 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.8; Net cash used in investing activities – continuing operations; numeric column 1 |
| 融资现金流 | 2864.9 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.9; operations; numeric column 1 |
| 期初现金含受限 | 9626.9 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.9; beginning of period; numeric column 1 |
| 受限现金 | 1056 | USD million
2026-06-30 期末 | ACTUAL | 季度业绩公告
PDF p.9; Restricted cash and cash equivalents, end of period; numeric column 1 |
| 现金汇率影响 | 5.9 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.9, exchange rate changes |
| 调整后 EBITDA | 236.2 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.1; Adjusted EBITDA / (loss); numeric column 1 |
| 股权激励费用 | 102.5 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.10; Share-based compensation expense; numeric column 1 |
| 收购及交易费用调整 | 49.9 | USD million
2026 Q2 | ACTUAL | 季度业绩公告
PDF p.10; Acquisition and other corporate transaction-related costs; numeric column 1 |
| 去年同期收入 | 105.1 | USD million
2025 Q2 | ACTUAL | 季度业绩公告
PDF p.7; Revenues; numeric column 0 |
| 上半年收入 | 981.3 | USD million
2026 H1 | ACTUAL | 季度业绩公告
PDF p.7; Revenues; numeric column 3 |
| 上季收入 | 399 | USD million
2026 Q1 | CALCULATED | 计算值
H1 - Q2 |
| AI 云收入 | 574.9 | USD million
2026 Q2 | ACTUAL | Q2 股东信
PDF p.9, Financial update |
| 期末年化运行收入 ARR | 3000 | USD million
2026-06-30 期末 | ACTUAL | Q2 股东信
PDF p.9, ARR; definition p.3 |
| 全年客户预付款预期下界 | 9000 | USD million
2026 FY | GUIDANCE | Q2 股东信
PDF p.10, Capital requirements |
| 年末签约电力目标 | 5 | GW
2026年末 | GUIDANCE | Q2 股东信
PDF p.3, capacity target |
| 期后新可转债本金 | 5750 | USD million
2026-08-24 期后 | SUBSEQUENT_EVENT | nbis_debt
2026-08-24 closing release |
| 集团其他业务净额 | 7.399999999999977 | USD million
2026 Q2 | CALCULATED | 计算值
Group revenue - AI cloud revenue |
| 有息债务账面值 | 8545.7 | USD million
2026-06-30 期末 | CALCULATED | 计算值
Current + non-current debt |
| 递延收入余额 | 5975.2 | USD million
2026-06-30 期末 | CALCULATED | 计算值
Current + non-current deferred revenue |
| 经营现金流减现金资本开支 | -3411.2999999999997 | USD million
2026 Q2 | CALCULATED | 计算值
CFO + signed cash capex |
| 现金及受限现金合计 | 9098.1 | USD million
2026-06-30 期末 | CALCULATED | 计算值
Cash + restricted cash |
| 收入同比 | 454.0437678401522 | %
2026 Q2 | CALCULATED | 计算值
(本季收入 / 上年同期 − 1) × 100 |
| 收入环比 | 45.939849624060145 | %
2026 Q2 | CALCULATED | 计算值
(current / previous -1)*100 |
| 调整后 EBITDA 利润率 | 40.56328353082604 | %
2026 Q2 | CALCULATED | 计算值
Adjusted EBITDA / revenue *100 |
| 成本费用合计 | 758.2 | million
2026 Q2 | CALCULATED | 计算值
营业成本 + 产品开发 + 销售管理 + 折旧摊销 |
| 非经营净损益 | -0.7999999999999972 | million
2026 Q2 | CALCULATED | 计算值
利息收入 + 利息费用 + 权益法收益 + 其他收益 |
| 税前亏损 | -176.7 | million
2026 Q2 | CALCULATED | 计算值
营业亏损 + 非经营净损益 |
| 现金资本开支 | 5657.4 | million
2026 Q2 | CALCULATED | 计算值
现金资本开支流出取正数 |