re: Nebius - NBIS - AI Infrastructure Company

The New Jersey location is my biggest fear in the short term - and I will sleep better when they explicitly say that facilities is on schedule.

They do not have to source from that facility - particularly the early tranches.

Bloom has not shown an ability to deliver, and the satellite images in Vineland do not show evidence of cooling of the structure which at this stage would make it hard to stay on schedule.

Further, I've heard of some inferred that blooms disclosure a day or two ago about financing was related to this project - if they are just getting the financing now then they're not delivering now.


I so very much want to be wrong because I think it's the only short term driver outside macro that can be negative unless birmingham turns

Edit: To add what my concern relates to LINK