re: Nebius - NBIS - AI Infrastructure Company

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This is much more of a place to build AI, using a lot of other tools inside the factory, then being able to deploy the AI much faster under the companies security and governance requirements, with little downtime, more efficiently and without having to redistribute work across GPUs

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So companies and government entities can use Token Factory to build an in house AI platform, which would largely include a chatbot that relies on your company's sensitive data? And more, I'm assuming...

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So companies and government entities can use Token Factory to build an in house AI platform, which would largely include a chatbot that relies on your company's sensitive data? And more, I'm assuming...

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Kinda. Maybe think of it like this.

AI development teams use a LOT of different tools when developing and then deploying their models into production. Traditionally, you did each phase of development in a different environment/system. Then you start building and testing on top of each other. Then, when you are ready, you build it out in the production environment. This creates a lot of challenges and latency, especially when you want to build the model to scale, which could require millions of requests from the data or systems behind it.

Nebius AI Factory, will allow you a governed, secure space, to put these models into production and allow for massive scale without having to move them again.

Think of building cars. If you build a car in 12 different stages, at locations outside the final assembly plant…you run into bottlenecks getting the those 12 parts into the final assembly plant…because they all trying to ship into the same docks. They also have docks with completed cars needing to be shipped out, so there’s a big traffic jam resulting in delays, thus you lose production assembling the final car to push out and ship.

Now, if you build all 12 stages in the same final assembly facility, with receiving dock area for ALL the different parts and then a shipping dock at the other end, all the delays and shipping bottlenecks go away and you can run 100% efficient. That’s essential what AI Factory does. But with systems and software.

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which would largely include a chatbot that relies on your company's sensitive data? And more, I'm assuming...

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This is what UiPath is doing on the Agentic Automation side. So Sally in finance, while on a call with a supplier, can simply ask their Agent, “pull up all invoices, SOs, records and past due dates and late payments for the last 18 months for Acme Inc.” that would populate in seconds/minutes instead of Sally having to go into 6 different ERP things and then tabulate it which could take hours or days for her to do

Are you long path?

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Are you long path?

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Yea, i don’t touch those shares at all. A few thousand shares there. That’s a set it and forget it for me with a stop loss limit of $10

FED moron just said said something good, thinks rate cut in December is a reasonable action

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Off topic on a high stress day for ya.. but what is the high end on PATH in your mind? Sounds very industry changing

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Probably $25 in the next year or 2

That was a quick $75k holding 900 11/7 $120c at cost avg $1.90

Okay, quick $100k lol, holy shite

Sold 400 at $2.40 couldn’t get it at the high

Did that info on AI Factory vs UiPath make some sense? It’s tough to explain typing it out vs drawing or quick conversation

Buying another $150k 11/21 $130c with my profits. Probably show up on the orders soon….