Started By
Message

re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/22/25 at 6:21 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 6:21 pm to
Share it??
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 10/22/25 at 6:25 pm to
https://www.youtube.com/shorts/HLe0ntZ5ztg

$NBIS

“I think NVIDIA will present Nebius as the partner for full-stack implementation. Accenture will be the guest mentioned in the video.

Call me crazy but I swear I can tell he’s saying nbis and Accenture by his head movement and the time he takes to say it when it’s bleeped out.

Sonoma8 gonna be like you fricking guys keep making me want to buy more of this shite every red day lmfao
This post was edited on 10/22/25 at 6:30 pm
Posted by sonoma8
Member since Oct 2006
8140 posts
Posted on 10/22/25 at 6:40 pm to
quote:

gonna be like you


Cant lie, If I had some more money, I’d be loading up more, these red days are hurting tho
This post was edited on 10/22/25 at 6:44 pm
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 10/22/25 at 7:07 pm to
Their having a joint session with Accenture so my guess would be a partnership of some sort so Accenture can offer NBIS backed AI to their consulting clients….or Accenture is a client themselves.

You don’t do a joint session unless it’s something like that.

Again….all bullish.
This post was edited on 10/22/25 at 7:07 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 7:07 pm to
quote:

Call me crazy but I swear I can tell he’s saying nbis and Accenture by his head movement and the time he takes to say it when it’s bleeped out.
Man this is like seeing a Baton Rouge snow storm on the GFS 300 hours out!! Love it!
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 10/22/25 at 7:14 pm to


Has this been posted? Found it on Reddit but it looks legit. Pretty fricking clear in an Accenture /NBiS partnership.

Old news?

ETA: confirmed from the conference sessions NVDA site.

NVDA Site
This post was edited on 10/22/25 at 7:25 pm
Posted by Craft
Member since Oct 2019
1244 posts
Posted on 10/22/25 at 7:24 pm to
So wait I’m confused, why we being secretive in that video but they post those two companies in the session? Do we have secret information or no lol
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 10/22/25 at 7:26 pm to
Maybe he’s referring to something different but it’s in the conference schedule of sessions. At a minimum this partnership is pretty big.

ETA: I searched Coreweave for the conference and no sessions for them.
This post was edited on 10/22/25 at 7:51 pm
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/22/25 at 7:35 pm to
quote:

Their having a joint session with Accenture so my guess would be a partnership of some sort so Accenture can offer NBIS backed AI to their consulting clients….or Accenture is a client themselves.


Accenture is an implementation partner and can provide resell services as well. This session is pretty typical at a conference like this, but will give them major exposure. Don’t expect any big time announcements during the session, but just the name recognition and firepower on stage will grab attention from many potential clients, other partners and some media.

Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/22/25 at 7:42 pm to
That video is not about Nebius at all. I know who it is about and what they will be speaking of, has basically nothing to do with what Nebius provides from an IaaS or Software perspective
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/22/25 at 7:54 pm to
quote:

I searched Coreweave for the conference and no sessions for them.


Coreweave will be represented very well at the conference. They just did not sponsor a session. They will have a booth and plenty of presence there
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 7:54 pm to
This article about NVDA and Accenture does sound quite bullish for Nebius in the long run.LINK
This post was edited on 10/22/25 at 7:55 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 7:57 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/22/25 at 7:57 pm to
quote:

This article about NVDA and Accenture does sound quite bullish for Nebius in the long run


EDIT: Sorry. misread. YES! ...Accenture will be consulting and pushing clients into Nvidia based models, which will be hosting on hyperscalers and companies like NBIS
This post was edited on 10/22/25 at 8:18 pm
Posted by bayoubengals88
LA
Member since Sep 2007
24553 posts
Posted on 10/22/25 at 7:57 pm to
quote:

Coreweave will be represented very well at the conference. They just did not sponsor a session. They will have a booth and plenty of presence there
Coreweave is a nuisance!
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 10/22/25 at 8:01 pm to
Why wouldn’t NBiS be the choice for hosting with all of this partnership talk? They would benefit from this right?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/22/25 at 8:05 pm to
quote:

Why wouldn’t NBiS be the choice for hosting with all of this partnership talk? They would benefit from this right?


haha...NBIS is a small fish in a big pond growing into a lake. They are a feeding, growing fish, as the pond becomes a lake and then into an ocean.

Nebius has a lot of differentiating features which makes them valuable
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19995 posts
Posted on 10/22/25 at 8:10 pm to
Obviously I don’t know the business like you do but why would you have a joint session touting your partnership and capabilities to bring sovereign AI to companies if NBIS isn’t part of that equation?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26685 posts
Posted on 10/22/25 at 8:14 pm to
quote:

but why would you have a joint session touting your partnership and capabilities to bring sovereign AI to companies if NBIS isn’t part of that equation?


That is exactly what these conferences are about...and there are a LOOOOOOT of them all year long. Some are big ones, others are tours or smaller ones. They all play a part.

A lot of times, a partner of the conference host pays a fee to have a speaking session, othertimes they are invited, it all depends. Every sponsor, booth, session has a sponsor that pays for it. Hell, people pay for their logo on the hotel key cards, giveaways, check in stands, dinners, happy hours, etc etc. NVDA profits (on the event itself not what it gains in future revenues from it) off all their conferences, I promise you that.

Posted by LSUcam7
FL
Member since Sep 2016
8933 posts
Posted on 10/22/25 at 8:16 pm to
For what it’s worth, from a technical perspective, NBIS 50d moving avg is $94.72.

Lows of today $94.63. Bounced off and move higher from that level as you all know.

TBD but I think next weeks earnings could be a catalyst to stabilize the AI trade.
Jump to page
Page First 229 230 231 232 233 ... 401
Jump to page
first pageprev pagePage 231 of 401Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram