1
- My Forums
- Tiger Rant
- LSU Score Board
- LSU Recruiting
- SEC Rant
- SEC Score Board
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/8/26 at 10:40 am to bayoubengals88
Posted on 9/8/26 at 10:40 am to bayoubengals88
Thought PLTR would be up as well but they’re not.
Posted on 9/8/26 at 10:45 am to meeple
What do y’all think will be the movement once we get closer to Anthropic’s IPO? I’m assuming it will be similar to Space X IPO and the space sector. Do we think we will see a massive run up into the $300’s pre-IPO then a fall back to $220?
Posted on 9/8/26 at 10:50 am to Mockingbird2008
Looks like we back
Posted on 9/8/26 at 10:58 am to Mockingbird2008
quote:
What do y’all think will be the movement once we get closer to Anthropic’s IPO?
I worry about these trillion dollar IPOs. That's a lot of people moving money around in order to buy into the IPO.
Posted on 9/8/26 at 12:32 pm to Jax-Tiger
DOCN (AI inference cloud) just shot up 14% intraday. Anyone seen any news?
Posted on 9/8/26 at 1:32 pm to cgrand
quote:
DOCN
Loading Twitter/X Embed...
If tweet fails to load, click here. DOCN is technically an NBIS competitor but look at the growth. Their contracted GPU time is up 10x in a year. The question is whether the economics of all this has staying power
This post was edited on 9/8/26 at 1:36 pm
Posted on 9/8/26 at 7:46 pm to Jax-Tiger
Posted on 9/8/26 at 7:56 pm to bayoubengals88
Posted on 9/8/26 at 8:08 pm to bayoubengals88
Shoulda closed my February $440 CCs last week when I was up 60%
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/9/26 at 3:10 pm to bayoubengals88
Posted on 9/10/26 at 11:58 am to bayoubengals88
quote:Well, it filled to the downside first! $225-226 or so.
Gap fill....
$270 in no time...
Rates are tough. Y'all know the story...
Posted on 9/10/26 at 4:23 pm to bayoubengals88
How long can it stay down?
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/11/26 at 1:14 pm to bayoubengals88
Nebius CEO Volozh estimates $250 billion in capex spend by 2030
Was this expected or is this a big issue? I thought the number was supposed to be around $20-25 billion per year.
Was this expected or is this a big issue? I thought the number was supposed to be around $20-25 billion per year.
Posted on 9/11/26 at 2:22 pm to Mockingbird2008
Honestly, unexpected. That's about 50bn per year.
I wonder how much can be funded by pre payments?
I think the market is a bit spooked. For good reason...
I'll have to do some digging.
I wonder how much can be funded by pre payments?
I think the market is a bit spooked. For good reason...
I'll have to do some digging.
Posted on 9/11/26 at 3:35 pm to bayoubengals88
He just upgraded from 3GW to 5GW. They have already raised 20% of it. I suspect that a good bit of it will be prepaid.
Saw an analyst say that the prepaying is a gimmick because they won't get paid for services on the back end, so it's all the same. I say, no way. That's money they don't pay interest on and it decreses the need for dilution...
Is it too much to spend on AI?
Saw an analyst say that the prepaying is a gimmick because they won't get paid for services on the back end, so it's all the same. I say, no way. That's money they don't pay interest on and it decreses the need for dilution...
Is it too much to spend on AI?
This post was edited on 9/11/26 at 3:37 pm
Posted on 9/11/26 at 8:19 pm to bayoubengals88
quote:
Honestly, unexpected. That's about 50bn per year. I wonder how much can be funded by pre payments?
i'm really not surprised by that - Jensen was explicitly clear that one gw factory is a $50 billion endeavor now - I would almost assume smaller sizes are probably maybe even more per mw or at minimum the same.
That being said - probably 65 or 70% of that is the Nvidia chips and at today's negotiations they're getting over 50 or 60% of that in prepayment - and it will only go up. And factor in GPU pay off in two years.- never mind all the other software and acid light, etc., angles - we might get some dilation in the next couple years, but it'll be worth it in spades
This post was edited on 9/11/26 at 8:23 pm
Page 481 of 481
Popular
Back to top
Follow TigerDroppings for LSU Football News