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re: Nebius - NBIS - AI Infrastructure Company
Posted on 3/2/26 at 11:15 pm to bayoubengals88
Posted on 3/2/26 at 11:15 pm to bayoubengals88
Chapter 100. Approved
1
Posted on 3/3/26 at 1:37 pm to bonstonker
Lots of good news today. We'll fly soon.
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Posted on 3/3/26 at 2:45 pm to bayoubengals88
You better be right. I got another 174 shares so I have a nice even number going forward. Am I OCD? Maybe. 
Posted on 3/3/26 at 2:54 pm to Neauxla
I have 747 shares and I want to buy 3 more because that's bothering me 
Posted on 3/3/26 at 3:53 pm to bayoubengals88
BB88 - can you get NBIS to retrofit their data centers with graphene?
Posted on 3/3/26 at 6:22 pm to bayoubengals88
quote:
We'll fly soon.
Came here to post this in more or less words.
I’m not surprised if it stays a bit choppy but all I ever see from this company is execution. And vision!
Posted on 3/3/26 at 6:35 pm to LSUcam7
quote:
I’m not surprised if it stays a bit choppy but all I ever see from this company is execution. And vision!
I would not be surprised if the real flight came in the June/July timeframe. I think there is still a feeling that AI is in a bubble, but when NBIS starts generating revenue to match their guidance, people will see how undervalued this stock is. If they continue to execute, the doubters will stop comparing NBIS to CRWV and this will take off.
Posted on 3/3/26 at 6:45 pm to Jax-Tiger
Nebius blog - Meet SWE-rebench-V2
I am not tech savvy enough to understand the language that these Nebius engineers speak, but I spent a little time with ChatGPT.
To my understanding, this is designed to help AI models test and improve angentic outputs. Further evidence of how they’re building out a full scale offering for AI companies as the long-term revenue growth opportunity and not just a GPU provider dependent on hyperscalers.
I am not tech savvy enough to understand the language that these Nebius engineers speak, but I spent a little time with ChatGPT.
To my understanding, this is designed to help AI models test and improve angentic outputs. Further evidence of how they’re building out a full scale offering for AI companies as the long-term revenue growth opportunity and not just a GPU provider dependent on hyperscalers.
Posted on 3/4/26 at 8:14 am to LSUcam7
It's a good day for a fireside chat...
Posted on 3/4/26 at 8:54 am to bayoubengals88
Everything inside me is tellin g me to sell covered calls
Posted on 3/4/26 at 9:00 am to LChama
13 March receive ~$215 for 105 strike.
But them back on an intra day dip?
But them back on an intra day dip?
Posted on 3/4/26 at 9:02 am to LChama
Great press though surrounding NBIS this week.
The 1.2 GW data center will cost about 6.6bn to build, but once completed will return 10bn in annual revenue (easily).
Just think about where we've gone in a year...
We were talking about 1GW as peak potential, and now we're talking about 1 of 16 data centers supplying 1.2 GW.
The 1.2 GW data center will cost about 6.6bn to build, but once completed will return 10bn in annual revenue (easily).
Just think about where we've gone in a year...
We were talking about 1GW as peak potential, and now we're talking about 1 of 16 data centers supplying 1.2 GW.
This post was edited on 3/4/26 at 9:03 am
Posted on 3/4/26 at 9:09 am to bayoubengals88
Truly awesome, BB88.
Not going to lie, I have some concerns about what's going on in Izrul. Don't we have two data centers there?
Not going to lie, I have some concerns about what's going on in Izrul. Don't we have two data centers there?
Posted on 3/4/26 at 9:12 am to Swamp puppy
quote:
Not going to lie, I have some concerns about what's going on in Izrul. Don't we have two data centers there?
Modi'in: A 8MW capacity data center located here began operating in September 2025 and is being expanded.
Masmiyya: A 22MW data center is under construction, with delivery expected in Q3 2026.
Beit Shemesh: A larger 58MW facility is under development, with phases expected to come online between Q3 2026 and Q1 2027.
Tel Aviv: Nebius maintains an office presence in the Alon Tower on Yigal Alon St, Tel Aviv-Yafo.
All of the data centers are in the area west of Jerusalem and southeast of Tel Aviv. Essentially right in the middle of the country.
This post was edited on 3/4/26 at 9:17 am
Posted on 3/4/26 at 9:32 am to Swamp puppy
quote:
Not going to lie, I have some concerns about what's going on in Izrul. Don't we have two data centers there?
Yeah, the stock price would crash big time if one of those data centers was hit...
Posted on 3/4/26 at 9:38 am to Jax-Tiger
quote:
Amsterdam, February 23, 2026 — Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company, today announced that Arkady Volozh, founder and CEO, and Marc Boroditsky, Chief Revenue Officer, will take part in a fireside chat at the Morgan Stanley Technology, Media and Telecom conference. The session is scheduled for March 4 at 7:45 AM (PT) / 10:45 AM (ET) / 4:45 PM (CET).
The registration link to the live webcast and a replay of the event will be available on the company’s investor relations website at LINK
LINK
Posted on 3/4/26 at 9:50 am to Jax-Tiger
Arkady mentioned IREN by name 
Posted on 3/4/26 at 9:53 am to bayoubengals88
saying what?
Posted on 3/4/26 at 9:56 am to Neauxla
He brought Marc with him 
He said that the first layer of our company is like you'd see at IREN or Applid Digital, and then proceeded to mention all the things that IREN doesn't have
He said that the first layer of our company is like you'd see at IREN or Applid Digital, and then proceeded to mention all the things that IREN doesn't have
Posted on 3/4/26 at 9:57 am to Neauxla
Marc said the in the future, enterprise offerings will represent most of the TAM, whereas now it is still a small fraction.
Marc confirmed Financial Services as an area of growth.
Marc confirmed Financial Services as an area of growth.
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