Nebius

You're telling me people are getting bearish on $NBIS and the broader neocloud trade while GPU rental prices are climbing like this? Nvidia's B200 rental rates have now climbed to $4.50 per GPU hour up a whopping 150% in just seven days.…

$NBIS B200 GPU rental prices just keep going up, day after day. Please, please, short this stock. Send it lower. I want to see max pain. SO I CAN LOAD THE FK UP. https://t.co/Omdqnvaebw https://t.co/u263RHO5en

Wow. $CRWV -7% $NBIS -7% $DRAM -5% If this is Leopold... He is an insane top signal every single time. https://t.co/G2mc3Lew5K

Jensen Huang just made some VERY interesting comments about the ongoing financing concerns surrounding neoclouds like $NBIS and $CRWV. One of the biggest concerns surrounding these companies has been their ability to secure financing at…

Two days at Nebius House in Berlin! 😮‍💨 In one room we had @TuscherMarc from Sereact with the one and only @evanhelda. Jacek Golebiowski from distil labs on open models and post-training. Zeev Farbman from LTX on going from video models…

$SOXX $NBIS $MU $SNDK $LITE Not calling the bottom, but it sure smells a lot closer than it did two weeks ago… Hong Kong tech (Hang Seng Tech) is now down 43% from its October 2025 peak. And hedge funds just sold global tech harder than at…

$NBIS $MU $LITE This is a great take on the current state of the AI trade. On the equity side, tech trades at ~19x forward earnings. At the 2000 peak it was ~59x. Prices have run, but earnings have run faster, so the multiple is actually…

$NBIS $NVDA GOOD GOD. ONE. GIGAWATT. Of Vera Rubin. Next year. Nebius is guiding to a $7-9B run rate by the end of 2026, and they just casually dropped that a gigawatt of the most powerful chips on the planet is coming next, with customers…

$NVDA $NBIS $IREN $CRWV The world is not ready for the speed of the buildout ahead of us. NVIDIA just unveiled DSX POD at GTC Berlin: complete Vera Rubin AI factories, built and tested inside containers before they ever leave the factory…

Robotics engineers can now use coding agents to run simulation and training workflows. [📍GitHub - Open Source] @nebiusai just announced an update to its open-source Physical AI Workbench, developed in collaboration with NVIDIA. Anyone who…

Shinhan Securities: Supply Base and Monetization Structure of Major AI Computing Providers $CRWV $NBIS $IREN $SPCX $AKAM $SHAZ

Idle GPUs in the middle of the worst GPU shortage in memory sounds like a contradiction. It isn't, and Shadeform just shipped the feature that explains why. Microsoft is reportedly sitting on $80 billion of unfulfilled Azure orders, and…

Once again, the GPU depreciation bear thesis is dead. Elon on the $SPCX call: "The value of compute per watt will increase over time, not decrease... that's why you see things like even old computers like H100s renting for more than they…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved performance. > Starting in Q2, customers…

JPMorgan just dropped an ABSOLUTELY INSANE forecast for AI compute. According to JPMorgan, global AI compute demand is expected to reach roughly 530 GW by 2031, while available supply is projected to reach just 250 GW. That leaves us with…

This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into bad news, into uncertainty, not to…

Five days left on this one. 🏆 The @nebiusai Physical AI Awards, in partnership with @NVIDIARobotics, are open globally and close 25 October. I’m on the judging panel this year. Five categories, which double as a decent map of how the…

$NBIS Here comes every boomer comparing dark GPUs (racks parked in warehouses because there's allegedly no power to turn them on) to dark fiber: "History doesn't repeat itself, but it often rhymes." Fiber went dark in 2000 because nobody…

$NBIS This is officially my new favorite website: B200 GPU rental price? +330% today. https://t.co/sRa2mWmwZD

Nebius: spot pricing of B200 has increased by 109.4% in the past 7 days. $NBIS $NVDA

$SPY rose 0.48% to $766.91 today, with AI and chip stocks leading a bounce after last week's selloff. Here are the top stories you need to know. 1. Chip stocks bounced back as the Philadelphia Semiconductor Index rose about 2% to snap an…

We're about to witness the BIGGEST infrastructure spending boom in human history. According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and $1.81 TRILLION in 2028 when operating…

On my way to Berlin for NVIDIA GTC! ✈️ I'll be there until Thursday evening, spending some time with @nebiusai and hopefully meeting a few of you along the way. And... lots of robotics on the agenda this year!!! There's so much happening…

FUNDA sees a risk to neolabs (newly funded AI labs) requiring a vigorous cycle of raising new capital: "We noted that their funding could support roughly six to twelve months of spending, after which continued purchases would depend on…

Europe has some incredible robotics companies. I'd love to see more of them deploying robots at scale. Over the past few months, I've visited robotics companies in Europe and the US, and I'm always interested in how differently teams…

Microsoft just walked away from one of the biggest AI data center projects in the United Kingdom. According to the Telegraph, $MSFT terminated its deal for Nscale's planned site in Loughton, Essex, which ministers had called the country's…

BofA on AI comparison to the dotcom: "Unlike the idle fiber of 2000, deployed AI infrastructure runs near 100% utilization, and even older A100/H100/B200 (2020/2022/2024 launch, respectively) GPU rental rates are up 12% -37% YTD, a sign of…

I think investors are MASSIVELY underestimating just how constrained we are when it comes to AI infrastructure right now. Ben recently revealed that he was speaking with Amazon CEO Andy Jassy, and when Ben mentioned that AI compute…

What if robots could learn from millions of videos instead of relying on more limited teleoperation data? Today, much of robot learning still depends on humans remotely controlling robots to collect training data. It’s expensive,…

$NBIS Blackwell Ultra (B300) rental prices are up 17 days in a row, to about $7.45 an hour, according to Compute Desk's index of verified U.S. neocloud transactions. That's up roughly 64% from the low of $4.55 last November. And you are…

Jensen Huang hopes to announce some new partnerships in Europe to unlock more land, power, and shell. Willing to support neoclouds like CoreWeave and Nebius in scaling out in places like Europe. Mentions substrates and silicon photonics…

One of the crazy quotes from an expert call I read was from a GPU Cluster Architect at Nebius and he was asked how they model compute demand and the response was: "Demand is essentially modeled as infinite right now. Generally, for every…

Two of last year's Physical AI Awards winners have since raised $92M between them 🏆 RoboForce took $52M. Gather AI closed a $40M Series B. That was out of 250+ applications from more than 60 countries, judged by people from…

$NBIS Not all neoclouds are created equal, and a former Nebius senior product manager just explained exactly why. Here’s an expert call with a former Yandex Cloud / Nebius Senior Product Manager, from @pequityresearch’s paid Substack. A…

Expert call covering Nebius - capacity expansion, depreciation, power & unit economics, and business model. $NBIS https://t.co/4aHP8uBsdw

$NBIS $SNDK $MU $LITE $AAOI Token demand just keeps going vertical. OpenRouter routed 379 trillion tokens in August, up from 15T a year ago. That’s 25x in twelve months. The jump from July to August added 131T tokens in a single month,…

Rosenblatt: Nebius doesn't disclose their active, revenue-generating power, but we estimate the company has about a sixth the size of CoreWeave's 1.5GW of active power. As of 10/7/26 $NBIS $CRWV

If you’re heading to GTC Berlin next week, add Nebius House to your list! 💚 @nebiusai is hosting its Berlin presence across three floors of Mindspace, meeting rooms, events, live broadcasting and the full team under one roof. Not just a…

$NBIS It's been a while since I've been on LinkedIn, and I found this gem. Nvidia's CTO wrote a post about none other than $NBIS, explaining WHY this company stands out and how different an AI cloud is from a regular cloud business. He…

$30 BILLION valuation and the IPO collapsed in less than 48 hours. An Nvidia cbacked Australian AI data center company, Firmus Grid, was looking to go public at a valuation nearly 3X what it was worth less than three months ago. The…

$NBIS The bear case for the past year has been that GPUs turn into paperweights in 2 to 3 years, so the neocloud depreciation math is fake, just like the FT report today. Here's what the rental market actually did. An H100 rents for about…

This Unitree Go2 uses an SO101 arm with extended links to collect trash. When an object is detected within the arm’s reachability region, the robot lowers its body to reach it. I like how the legs and arm work together to handle the…

I'm judging at the Nebius Physical AI Awards 🏆 Run by @nebiusai with @NVIDIARobotics. Free to enter, open worldwide. Applications close 25 October, winners announced 18 November. The first thing I'd point at is the category list, because…

Coachella of AI is here. Still some tickets available at https://t.co/ODnW6z1Ff5. Line up is ready: Adarsh Kulkarni, Foundry Robotics Alexander Toshev, Wayve Anastasis Germanidis, Runway Andy Chen, Runway Anthony Maggio, Runway Ashley…

Rothschild & Co: Overview of the AI infrastructure stack $NBIS $IREN $ORCL $META $GOOGL $AMZN $GOOG

Open model adoption just hit a tipping point. Here's what that means for builders: 1/5 - The Volume Evidence 78.4% of tokens on Vercel's AI gateway run on open models. That's not a survey. That's production traffic. The switch is already…

78.4% of tokens through Vercel's AI gateway run on open models. This is Guillermo Rauch's data from real production traffic. Not a survey. Chamath's read: the top three models are open source within 12 months. The economic winners are the…

In retrospect, there was way too much hysteria on X with people assuming a slowdown in model development = slowdown in spending. A lot was addressed this week: > Sarah Friar on Mad Money mentioning, "I am still highly focused on getting…

The biggest bear argument against AI infrastructure is dead (Save this). The common concern from bears like @michaeljburry that expensive GPUs quickly become obsolete as NVIDIA releases newer generations and if that were true, companies…

I still think neoclouds are one of the best sectors to be invested in and this is exactly why. A three year old H100 just got a 17% price hike. Blackwell got 20%. We are still that compute constrained. The pricing power in this sector is…

Silicon Data: "AI startups report that instead of reserving one year of compute, they're increasingly asked to reserve three while putting down 30-40% upfront." 👀 $NBIS $NVDA $AMD

Jensen Huang just mapped out the chain of companies needed to power the AI revolution (Save this). His message is that AI is becoming a new industrial system that requires manufacturing, infrastructure, energy, financing and an enormous…

Everyone is scared of the AI trade and the companies keep showing up with the opposite. $NBIS just raised GPU prices 17 to 21% across the board. Demand still outweighs supply and the ones with the capacity are charging for it.…

$NBIS just raised on-demand pricing for four year old $NVDA H100s... For Nebius, I don't think the revenue gain from these price increases is that big. But it's very bullish seeing older GPUs have longer lives than many expected, and…

$NBIS INCREASE ON-DEMAND GPU RATES EFFECTIVE OCTOBER 1. H100: $3.85 per GPU-hour -> $4.50 H200: $4.50 per GPU-hour -> $5.40 B200: $7.15 per GPU-hour -> $8.50 B300: $7.85 per GPU-hour -> $9.50 AMD EPYC Genoa CPU and memory rates will also…

Samsung Securities: Hyperscaler Compute Business Models Hyperscalers operate through two primary methods: 1) Computing rental and 2) Model inference services, both of which can achieve a Gross Profit Margin (GPM) of 68% to 81%. > Model…

Over the past two weeks, hedge funds bought U.S. tech stocks at the fastest pace since mid-2025. Net longs added were led by U.S. semiconductor and semicap companies, which explains the start of September "pump" seen in names like INTC,…

So many great nuggets of information in this interview with Elon and Gwynne. 1. Elon rules out a slowdown on frontier AI development, instead proposing a cross-lab testing mechanism. I think it makes sense in theory. What's bullish though…

Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing…

Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing…

You should be buying as much NVIDIA as possible (Save this). SemiAnalysis projects that NVIDIA could hold roughly $1.4 trillion in cash and investments by fiscal 2031, giving it more capital than almost any customer, competitor or bank…

🚨 Physical AI is having its "lab to production" moment, and the people driving it will be in one room later this month. If you're building or investing in embodied intelligence, Fellows Forum 2026 is where to be. On September 23–24, 500+…

Jensen says neoclouds are powerful because they secure land, power, and shell for CSPs. He mentioned companies like Equinix, Coreweave, Nebius and new ones like Enscale, Lambda, and Firmus. $CRWV $NBIS https://t.co/gLwRt5swrc

🚨Leopold/Situational Awareness returns? Since last Friday, there's been a string of significant Flex calls bought in concentrated AI names: $315M total options premiums / $1.1B of delta / $5.8M of vega. Positions: - $SNDK: Jan 2040/2200…

Morgan Stanley sees neocloud capex rising to ~$94 billion in 2027, up from ~$69.3 billion in 2026. $NBIS $IREN $CRWV https://t.co/Amt8ZiFqXp

Just some notes from $NBIS fireside chat at Goldman Sachs Tech Conference: TLDR: Yep, it's bullish. 1. Order book extends into H1 2028 which is 2 quarters further out than at Q2 ER. Arkady said "people are demanding tens of thousands of…

Day 1 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv $VRT Cisco $CSCO Broadcom $AVGO…

Nebius CEO says he sees demand visibility improve from 18 months to 24 months, or 2 years. We are starting to see signaling of demand visibility towards early 2029. $NBIS https://t.co/XpzDC9VdPE

Yeah guys, I perfectly timed the bottom. I sat on cash for weeks and waited for the right moment to buy. Rather than aimlessly buying the semis falling knife after Leopold got liquidated. - $BE up 33%: thanks to $SPY inclusion. - $NBIS up…

Breaking: Nebius is soaring after Palantir named it their preferred sovereign AI infrastructure partner Leopold Aschenbrenner first disclosed a ~$2.59B position in Nebius in May 2026 $NBIS has added ~$6,170,000,000 in market cap today…

$PLTR and $NBIS just partnered to deliver a complete sovereign AI stack, and this is a real validation for both. Nebius becomes Palantir's preferred sovereign AI infrastructure partner. Nebius compute and inference get built inside the…

We need more compute than ever before because AI is moving into the everyday operations of ordinary businesses (Save this). The chart shows that 22.4% of firms are already using AI in their regular business functions, while another 25.9%…

IREN is going significantly higher if it successfully converts its power and data centers into AI infrastructure. The central thesis is that IREN is increasing both the amount of AI capacity it operates and the revenue it earns from each…

Bought some stocks today...finally. 1. $NBIS - Already a top 10 position for me, but one of my highest conviction names. 2. $INTC - I don't own enough Intel. 3. $CRDO - Averaging my position down on this earnings drop (I personally think…

$CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X —…

Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which…