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re: Nebius - NBIS - AI Infrastructure Company
Posted on 3/11/26 at 7:37 am to Craft
Posted on 3/11/26 at 7:37 am to Craft
quote:
I guess nvdia did this with apld and crwv etc but this seems like a massive catalyst
Nvidia invested in other companies (and NBIS) in the past, but this feels different. They aren't just investing in compute power, but in the full integrated stack, which is what is needed for what comes next. It seems like Nvidia is using NBIS to generate even more demand for AI, not just chips.
We'll have to wait and see how this comes out, but I hope this makes NBIS more of a household name and helps differentiate them from the other neoclouds...
1
Posted on 3/11/26 at 7:45 am to Jax-Tiger
quote:+10000
Nvidia invested in other companies (and NBIS) in the past, but this feels different. They aren't just investing in compute power, but in the full integrated stack, which is what is needed for what comes next. It seems like Nvidia is using NBIS to generate even more demand for AI, not just chips.
Posted on 3/11/26 at 7:50 am to bayoubengals88
DO YOUU YOU
FEEL LIKE I DO
FEEL LIKE I DO
Posted on 3/11/26 at 8:02 am to The Boat
I have the weirdest boner
Posted on 3/11/26 at 8:03 am to JetsetNuggs
Nice 
Posted on 3/11/26 at 8:11 am to jefforize
Good little summary here:
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 3/11/26 at 8:12 am to bayoubengals88
NVDA essentially chose NBIS for inference and agentic, which, as Jax said, is the next era of AI.
Posted on 3/11/26 at 8:17 am to bayoubengals88
quote:- GS
We view today's announcement as positive validation of Nebius' strong execution as a full-stack AI cloud provider. While we await further details on the structure and timing of the investment, and for context, we estimate that 5GW of power would imply at least $50bn in revenues (as per our estimate that 1GW would translate to around $10bn of revenues), versus Visible Alpha Consensus Data of $3.3bn/$8.4bn for FY26/FY27.
Posted on 3/11/26 at 8:23 am to LSUcam7
quote:YUP!
we estimate that 5GW of power would imply at least $50bn in revenues (as per our estimate that 1GW would translate to around $10bn of revenues),
Posted on 3/11/26 at 8:26 am to bayoubengals88
How soon do you realistically see all of this volatility to slow and we start rockin? Whenever the big boys are ready i guess?
Posted on 3/11/26 at 8:32 am to LChama
Hopefully this spurs another decent run. Tired of being stuck between 90 and 105
Posted on 3/11/26 at 8:36 am to LChama
quote:
How soon do you realistically see all of this volatility to slow and we start rockin? Whenever the big boys are ready i guess?
I think it will still be volatile all year. I think the volatility will be at higher prices. AI is still in it's infancy. People don't understand it and don't understand why the investment is necessary. Some investors will be skittish and others will try to manipulate the skittishness and create the volatility for profit.
I don't see this being stable. Hell, even the Big 7 have been volatile as hell all year. In the end, we should see the profits...
Posted on 3/11/26 at 8:39 am to bayoubengals88
Hot damn baws
Posted on 3/11/26 at 8:40 am to LChama
quote:In about 7-10 years.
How soon do you realistically see all of this volatility to slow
quote:That started last August.
and we start rockin
Posted on 3/11/26 at 8:44 am to bayoubengals88
We just cracked the highest it’s been since it was 130 last October
Posted on 3/11/26 at 8:48 am to The Boat
quote:
We just cracked the highest it’s been since it was 130 last October
Well thats nice, because I'm losing my shirt over there on HGRAF...
Posted on 3/11/26 at 8:48 am to The Boat
quote:Nvidia chose Nebius for agentic and inference and the market is beginning to understand.
We just cracked the highest it’s been since it was 130 last October
Wait until they figure out that we'll do 230 million to 30bn in revenue in just 4 years.
Posted on 3/11/26 at 8:50 am to Jax-Tiger
quote:how? Today is the first down day in a while
Well thats nice, because I'm losing my shirt over there on HGRAF...
Posted on 3/11/26 at 8:51 am to jefforize
ARE WE RICH?
Posted on 3/11/26 at 8:53 am to Neauxla
quote:
how? Today is the first down day in a while
I'm not. Just my way of pointing out that my account is well balanced...
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