re: Nebius - NBIS - AI Infrastructure Company

Edited to quit trying to steal my shares!

I’m still reading mixed results on this saying if they deliver on everything they have agreed to, the share price would be $200-$300. JP Morgan/citizens also has a high price target on them, hard to know what to believe.

Wouldn’t we be 10 years or so away from real competition where supply outweighs demand?

Lol I asked ChatGPT:Does this deal have any effect on the data center stocks pricing going forward. Can we still see Nbis at $150+ and exist in a space that currently demand outweighs supply

“Yes, this deal is bullish for data-center and AI-infrastructure stocks overall, and yes, NBIS (Nubis) can still realistically trade above $150+ in an environment where demand continues to exceed supply—assuming they execute.

Does this BlackRock/GIP + AIP + MGX deal affect data-center stock pricing?

Absolutely. A $40B acquisition with $100B in future committed capital puts a new institutional floor under the entire sector.

Why this pushes valuations up (not down):

(1) Validates that AI data centers = core national infrastructure
When BlackRock treats AI data centers like pipelines or power grids, public markets follow.
This increases:
• P/E multiples
• EBITDA multiples
• premium for power-secured land

(2) Confirms demand far exceeds supply through 2030
Institutional investors don’t deploy $100B unless they believe the supply shortage is structural.

(3) Boosts comps (comparables)
A $40B valuation for Aligned means companies with:
• power capacity
• high-density cooling
• long-term AI anchor tenants
• expansion pipelines
…get repriced higher.

Public comps affected:
• EQIX (Equinix)
• DLR (Digital Realty)
• IREN, CIFR, WULF (AI miners pivoting to datacenters)
• NBIS
• CoreWeave peers
• Any power-first edge players

This deal acts as a valuation anchor for the whole AI infra sector.

NBIS is in one of the strongest positions among smaller AI-infra players because:

NBIS’s strengths in current market conditions
• High-density AI capability
• Strategic partnership pipeline (Avaride, clickhouse, etc.)
• Highly constrained supply of power and land
• Dallas-centric footprint, which is a hotbed for AI campus builds

Most importantly:

?? NBIS owns or is building power capacity.

Right now, power is the bottleneck, not buildings.

Whoever controls:
• substations
• grid interconnects
• utility partnerships
wins.

If NBIS controls even a modest amount of dedicated MW capacity with ability to scale, their valuation ceiling rises dramatically.

Can NBIS still hit $150+?

Yes — the macro environment actually makes that more likely, not less.

For NBIS to reach $150+, the conditions needed are the following (and the current market is providing all of them):

(1) AI compute demand keeps doubling

This is happening.
NVIDIA, Meta, xAI, OpenAI, etc. have all stated the same:

“We can’t get enough power or datacenter capacity.”

(2) Supply shortages persist

Industry estimates show the gap between AI demand vs. power supply won’t close until 2028–2032.

NBIS lives in the exact segment where scarcity = pricing power = higher revenue per MW.

(3) NBIS executes on:
• Avaride robotics
• clickhouse deployments
• capacity expansion
• new anchors (AI tenants, training clusters)
• stable financing for new builds

If they secure just one large 100–300MW hyperscale AI tenant (which is normal in today’s market), their valuation could jump massively.

(4) M&A premium

With this BlackRock-led deal:
• NBIS becomes a possible acquisition target
• smaller AI infra players get repriced higher
• scarcity makes consolidation inevitable

A takeout at $150–200 is feasible if hyperscalers or infra funds want to lock in their power footprint.

?

?? Bottom line: Does the BlackRock/GIP deal help NBIS?

100% yes.
This deal lifts the entire sector’s valuation framework.

It confirms:
• AI data centers are critical infrastructure
• Power scarcity is long-term
• Institutional money is going to pour in for years
• Smaller operators with strategic power assets (like NBIS) will be aggressively repriced

The aligned data center news is bullish. You’re right, they need to raise their price targets.

Just how is the aAligned deal a negative?

My main worry is the margin pressure along with the capital intensity risk. Adding a big player bring in both of those risks. Positives are it confirms demand, though. I’m just trying not to be blinded by my investment and bull mindset.

So because the article is a month old it’s not relevant? I was just curious on others thoughts as I dug into it last night. Apparently anything not bullish is not allowed here.

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So because the article is a month old it’s not relevant? I was just curious on others thoughts as I dug into it last night. Apparently anything not bullish is not allowed here.

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LOL what? Did you not explicitly state the Citizens DID NOT FACTOR this into their analysis? I think the fact it is over a month old is quite relevant to that assertion you are trying to make.

That was my point - you were the one acting like it was fresh and the analysts hadnt considered this. If you think the analysts that released in the last few weeks had not known about this deal last month - that is on you and you should be rightfully challenged on it - bull or bear.

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Did you not explicitly state the Citizens DID NOT FACTOR this into their analysis? I think the fact it is over a month old is quite relevant to that assertion you are trying to make.

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Lmao this. I admittedly didn’t realize we were talking about month old news. Makes the whole thing even funnier.