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Started By
Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 9/13/26 at 8:03 pm to bayoubengals88
Posted on 9/13/26 at 8:03 pm to bayoubengals88
Agreed and I think Dario is an absolute loon.
Posted on 9/13/26 at 8:46 pm to Boomer Rick
quote:
Agreed and I think Dario is an absolute loon.
Loading Twitter/X Embed...
If tweet fails to load, click here. To be fair, Zuck said let’s speed up!
Posted on 9/14/26 at 6:55 am to bayoubengals88
The expendable 6 week employee writes the tweet, then goes on a news tour.
Anthropic officials openly agree with the tweet.
Dario writes a doom and gloom essay a week later.
Sam and Elon “agree”
Yeah this was orchestrated for regulatory capture while they were still light years and getting ready for IPO.
Zuck said “frick no”
Anthropic officials openly agree with the tweet.
Dario writes a doom and gloom essay a week later.
Sam and Elon “agree”
Yeah this was orchestrated for regulatory capture while they were still light years and getting ready for IPO.
Zuck said “frick no”
Posted on 9/14/26 at 8:22 am to ynlvr
Seriously tho, yall adding more here?
Posted on 9/14/26 at 8:59 am to PetroAg
I am tapped out. Not selling but got nothing to give.
Posted on 9/14/26 at 9:11 am to ynlvr
quote:This.
I am tapped out. Not selling but got nothing to give.
Posted on 9/14/26 at 9:36 am to bayoubengals88
It's $215 and was $30 a year and a half ago. Y'all acting like you ain't been riding the NBIS coaster.
Posted on 9/14/26 at 10:40 am to bayoubengals88
quote:
The expendable 6 week employee writes the tweet, then goes on a news tour.
Don’t forget the employee arranged an exclusive interview with the WSJ. He was so terrified he needed to blow the whistle, but not before he got his PR team in place and negotiated a deal.
Posted on 9/14/26 at 11:26 am to The Boat
quote:
It's $215 and was $30 a year and a half ago. Y'all acting like you ain't been riding the NBIS coaster.
Wasn't it sub 200 like a week or two ago?
Posted on 9/14/26 at 12:41 pm to JohnnyKilroy
quite the "AI bubble collapse" morning session we survived, baws.
Posted on 9/16/26 at 6:36 am to jefforize
Squeezing every last drop out of 2026 ARR
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 9/16/26 at 7:21 am to bayoubengals88
that..... was...... fast
Posted on 9/16/26 at 8:08 am to igoringa
Wonder how many weeks itll take for phases 2&3. Will be nice addition for the nov earnings call
Posted on 9/16/26 at 9:53 am to LChama
quote:
Will be nice addition for the nov earnings call
I think NBIS understates their intentions so that they can exceed expectations on their earnings reports. Under promise and over deliver. It gives them a reputation of having a superior level of competency, and that reputation is why they are the neo-cloud that everyone expects to become a hyperscaler someday.
Posted on 9/16/26 at 11:30 am to Jax-Tiger
part of it is their revenues are easier to predict than a lot of other companies. Makes it less difficult to be accurate and thus they can sandbag a little
Posted on 9/16/26 at 1:32 pm to Jax-Tiger
i believe every public company tries to sand bag where they can. after Sarbanes Oxley there isn't as much "wiggle" as pre-SOX where earnings were definitely managed by many companies.
GE didn't have the streak of EPS growth every quarter by accident.
GE didn't have the streak of EPS growth every quarter by accident.
Posted on 9/16/26 at 3:42 pm to kaaj24
Price going up
GPU rates
GPU rates include the CPU and memory provided with the GPU instance.
NVIDIA H100
Applicable regions: eu-north1
Unit: GPU-hour
Current rate: $3.85
New rate from 1 October: $4.50
NVIDIA H200
Applicable regions: eu-north1, eu-north2, eu-west1, us-central1
Unit: GPU-hour
Current rate: $4.50
New rate from 1 October: $5.40
NVIDIA B200
Applicable regions: us-central1, me-west1
Unit: GPU-hour
Current rate: $7.15
New rate from 1 October: $8.50
NVIDIA B300
Applicable regions: uk-south1, eu-west2, us-north1
Unit: GPU-hour
Current rate: $7.85
New rate from 1 October: $9.50
GPU rates
GPU rates include the CPU and memory provided with the GPU instance.
NVIDIA H100
Applicable regions: eu-north1
Unit: GPU-hour
Current rate: $3.85
New rate from 1 October: $4.50
NVIDIA H200
Applicable regions: eu-north1, eu-north2, eu-west1, us-central1
Unit: GPU-hour
Current rate: $4.50
New rate from 1 October: $5.40
NVIDIA B200
Applicable regions: us-central1, me-west1
Unit: GPU-hour
Current rate: $7.15
New rate from 1 October: $8.50
NVIDIA B300
Applicable regions: uk-south1, eu-west2, us-north1
Unit: GPU-hour
Current rate: $7.85
New rate from 1 October: $9.50
Posted on 9/16/26 at 4:14 pm to jefforize
we.... are..... short..... compute...... inevitable price increases
Posted on 9/16/26 at 4:35 pm to igoringa
Yep!! Here’s a different format.
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