re: Nebius - NBIS - AI Infrastructure Company

How do we think the cifrs, iren, wulf, hut 8 btc miners/ai cpu power are going to hold up long term. Nvda already said they are in housing a lot of this and im sure the others will follow. Is this a diluted market fighting for the smaller companies that can’t own their own infrastructure?

I know the argument for Nbis is a bit different but it’s starting to seem like some of these data center companies are becoming a dime a dozen. If anyone has any future outlook for the other miners/ai infrastructure companies I would love to hear it.

Thank you for that, I agree that at least in the next ten years these companies should profit massively until the supply catches up with the demand.

I wonder if Microsoft’s guidance/AH drop will have a negative impact on NBIS tomorrow

This is the circle jerk stuff I spoke about before. This partnership is valuable and all, but nothing for the immediate needle. Just proof NBIS is good on the long run. NBIS probably spent $20,000 for that session and probably $200,000 for their booth and marketing.

Its what is to come from the conference that will tell it all. Arkady wouldn't have been at this one if it wasn't important to the future of NBIS

Hidden goodies:

Loading Twitter/X Embed...
If tweet fails to load, click here.

Meeting with China goes well and we’re red???? Any predictions today?

I think we're going to start red and work our way up to green by COB.

Deals like the one with Accenture point to future revenue. It's not something the market reacts to immediately, because there is no dollar value attached to it. Accenture isn't going to pay Nebius billions of dollars up front for the agreement they had, but it could be worth billions down the road.

Accenture provides IT consulting services to major companies and all major companies are going to be looking for ways to utilize/customize AI models for their own use. Accenture will provide the technical expertise to do that, and if Nebius is positioned to not only provide the compute, but has the security, HIPAA, and Sox compliance baked into their offerings, they will potentially get a lot of play, but the market may not figure that out until that starts showing up on the bottom line.

It seems that everyone is focused on the big boys and their out of the box solutions, and NEBIUS seems to be positioning itself to be more easily customizable and companies like Accenture can guide their clients in that direction.

quote:

---

But you know how to fix that...

---

Yes, do the opposite of whatever I think. That way I’m usually right!

And right now I’m thinking this morning a great time to buy.

Just another day in NBIS.

I’m cautious of making any moves early on a down day.

Down can always end up more down.

I’m moving some of my other positions into NBIS right at the bell. This opening is too good of an opportunity to pass up