re: Nebius - NBIS - AI Infrastructure Company

im assuming this is not good for NBIS.

Uber inks six-year robotaxi deal with Lucid, invests $300 million in EV company

LINK

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im assuming this is not good for NBIS. Uber inks six-year robotaxi deal with Lucid, invests $300 million in EV company

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Why is this related at all? What am I missing?

ETA - I get the self driving, but is/was NBIS counting on Uber investment or something like that? I’m not sure if this news matters at all.

Thanks.

I sure hope so.

I dove in and started using NBIS for my company.

Spun up a Ubuntu vm with a h200 to process some data, transferred the output off, shut it down, all for a great price.

Their cloud console is very nice, tons of options, very easy to use… this company is a pioneer in this space. Very excited to leverage NBIS solutions for personal gain and professional gain, moving forward.


This is why the stock is soaring. A lot of revenue coming from any small business needing to scale, with access to 1 or 8 high end NVDA chips on demand, for those with the technical skills to leverage it all.

Nebius is the present, and the future, of AI cloud infrastructure

I was in and out as an exploratory test run, but after experiencing what NBIS has to offer, the business card will certainly get more charges this fiscal year.

With the power nebius offers, the paradigm has shifted. I can’t sit idle any longer, and not leverage their service. More people will come to the same revelation as me over the next year, and the revenue will come.

Yeah he’s got me hyped too!
That video about Clickhouse was great as well. I had no idea they were like a MySQL on steroids. What TSLA and Chat GPT is using them for is insane.

Clickhouse will continue to attract huge companies.
I feel like I need to start socking away cash for the IPO.
Would love to see NBIS sell its stake for about 10bn. Or shite, just let it grow.
We’re in a great place here.

Sure.

Training AI models on my company’s and clients data, for a fraction of the cost, at 2x-10x the speed than a local workstation. (Which we also have and use, I am creating a hybrid ai infrastructure build out)

I think we all know “training Ai on data “ is driving the AI boom here, we all see NVDA stock price.

Nebius allows this ability for any small business, startup, entrepreneur for a fraction of the cost versus building your own setup and hardware.


And this is baseline nebius offerings, once businesses get into their cloud console and see what is offered, and figure out how to use it, we will spend more money. A dollar spent with nebius could turn into 10 dollars if the compute and workflow is leveraged and implemented correctly.

Basically, renting NBIS GPUs by the hour.

Yes, we would reap the benefits of a Clickhouse IPO without becoming direct investors, but I wouldn’t mind investing directly.

I can’t answer the latter question.