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LSUcam7
| Favorite team: | |
| Location: | FL |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 8876 |
| Registered on: | 9/2/2016 |
| Online Status: | Not Online |
Recent Posts
Message
NBIS currently down as much as CRWV.
I think I’ll shut the computer down for today and get outside.
I think I’ll shut the computer down for today and get outside.
1
No way :lol:
Seriously?
Seriously?
I don’t think it’s Iran at all.
Shake up in data center worries if you see the link above.
Shake up in data center worries if you see the link above.
Blue Owl Capital failed to secure financing for a $4 billion data center project in Pennsylvania.
CRWV getting rocked. NBIS/IREN getting nicked.
CRWV getting rocked. NBIS/IREN getting nicked.
quote:
Why would existence of aliens be classified at all?
Power & control. Religious roots. Technological advantage & war games.
quote:
And why would only the US know about them?
They aren’t. There’s been a lot of news & history regarding UFOs across borders.
No clue what the reality here is but so many to quickly shut this down as a nothing burger are underinformed.
Goldman:
This is a great signal. NBIS doesn’t want to rely on hyperscalers. They wants the startup & enterprise business to be the core. Hyperscalers deals were and will be only a funding mechanism.
quote:
The company reiterated its confidence in achieving its year-end target of $7-9bn ARR and introduced new guidance of $3-3.4bn of FY26 revenue, highlighting that this guide is not dependent on securing new mega hyperscaler deals, but rather the current deep go-to-market pipeline alongside AI-native/enterprise strength (implying at least 50% of ARR will be AI startups and enterprise)
This is a great signal. NBIS doesn’t want to rely on hyperscalers. They wants the startup & enterprise business to be the core. Hyperscalers deals were and will be only a funding mechanism.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 2/16/26 at 12:29 pm to bayoubengals88
quote:
BlackRock
I believe a good chunk of this is through index & index-like ETFs. NBIS was added to the MSCI indices in Q3/Q4 so they had to rebalance in.
Not a bad thing! Just also wasn’t some fund manager making a huge discretionary bet.
Thinking it through today & this is me trying to simplify a stream of thoughts:
1) Nebius has a ton of revenue coming relative to 2024 & 2025. Everyone sees the path for tremendous rev growth.
2) NBIS committing to pumping a lot of that revenue into AI related projects & acquisitions (CAPEX). The market seems to contradict itself right now saying AI capex might not deliver ROI while also saying AI will disrupt all software.
3) Because of this revenue growth and subsequent investment commitment by NBIS, leaving little retained earnings for 2026 and possibly 2027, investors are nervous about bidding it up significantly further until AI sentiment changes.
So I’m looking through short term stock price and more interested to see how AI adoption & use cases evolve.
1) Nebius has a ton of revenue coming relative to 2024 & 2025. Everyone sees the path for tremendous rev growth.
2) NBIS committing to pumping a lot of that revenue into AI related projects & acquisitions (CAPEX). The market seems to contradict itself right now saying AI capex might not deliver ROI while also saying AI will disrupt all software.
3) Because of this revenue growth and subsequent investment commitment by NBIS, leaving little retained earnings for 2026 and possibly 2027, investors are nervous about bidding it up significantly further until AI sentiment changes.
So I’m looking through short term stock price and more interested to see how AI adoption & use cases evolve.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 2/12/26 at 3:01 pm to bayoubengals88
Not sure
And not that it matters immensely but we opened down 9.8% or so and finished the day green. That’s accumulation.
And not that it matters immensely but we opened down 9.8% or so and finished the day green. That’s accumulation.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 2/12/26 at 10:52 am to bayoubengals88
That makes sense. I just don’t understand how they’re getting to only a 10 billion mark for 2028.
I guess it’s possible that most of the Microsoft revenue will already be recognized. IDK.
Either way, I’ll continue buying the shite out of this if it stays low.
I guess it’s possible that most of the Microsoft revenue will already be recognized. IDK.
Either way, I’ll continue buying the shite out of this if it stays low.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 2/12/26 at 9:12 am to bayoubengals88
From Goldman:
I’m lost on the note in bold.
How does Goldman view 3GW equating to $30B revenue, NBIS stating 3GW of revenue by end of 2026 while Goldman modeling 2028 FY revenue of $10B.
Either I am misunderstanding something or there’s a typo in their initial take.
quote:
Additionally, the company upgraded its aim to have >3GW (vs 2.5GW prior) of contracted power by the end of 2026 given it has already contracted 2GW of its previously guided contracted power target for YE26. Furthermore, we highlight that NBIS reiterated its target of 800MW-1GW of connected power (i.e. power connected to built DCs). As such, we have previously estimated that 1GW would translate to around $10bn of revenues, and we estimate that 3GW would translate into c.$30bn of revenue, other things equal in the medium term (note we currently estimate FY28 revenues of c.$10bn). Nebius reiterated its guide for ARR to reach $7-9bn by year-end 2026 (vs ARR of $1.25bn at the end of December 2025). We note that consensus is currently modelling 2026 revenues of $3.6bn, which we estimate would imply an ARR of c.$6-7bn (based on the assumption of c.50-60% ARR drop-through to revenues).
I’m lost on the note in bold.
How does Goldman view 3GW equating to $30B revenue, NBIS stating 3GW of revenue by end of 2026 while Goldman modeling 2028 FY revenue of $10B.
Either I am misunderstanding something or there’s a typo in their initial take.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 2/12/26 at 9:01 am to bayoubengals88
I think investors are also looking at a likely negative free cash flow, being skeptical on their stated CAPEX.
So earnings before ITDA is great but the fear around companies investing in this industry is real.
Doesn’t worry me. There’s a reason capacity is sold out and I trust the team to make the right investments.
So earnings before ITDA is great but the fear around companies investing in this industry is real.
Doesn’t worry me. There’s a reason capacity is sold out and I trust the team to make the right investments.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 2/12/26 at 7:11 am to reds on reds on reds
Sentiment on AI has shifted dramatically since the October time frame.
I think we’ll have some volatile, huge up days ahead. But sentiment is still skeptical on everything. Meanwhile Nebius is executing ahead of schedule.
I think we’ll have some volatile, huge up days ahead. But sentiment is still skeptical on everything. Meanwhile Nebius is executing ahead of schedule.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 2/12/26 at 7:04 am to reds on reds on reds
quote:
We have already secured more than 2 GW of contracted power, putting us well ahead of the target we set in November of more than 2.5 GW by the end of 2026. As a result, we now expect to have more than 3 GW of contracted power by year end.
re: Nebius - NBIS - AI Infrastructure Company
Posted by LSUcam7 on 2/12/26 at 6:37 am to reds on reds on reds
quote:
We delivered the first tranche of capacity to Microsoft on time
in November 2025, and are well on track to deliver the remain-
ing capacity on schedule.
We delivered both contracted tranches to Meta on time
and are now fully in the servicing stage.
Looks like both large contracts have zero risk of breach from Nebius’ side. Execution on promises made.
quote:
We have already secured more than 2 GW of contracted power, putting us well ahead of the target we set in November of more than 2.5 GW by the end of 2026. As a result, we now expect to have more than 3 GW of contracted power by year end.
re: Both free throws
Posted by LSUcam7 on 1/14/26 at 8:12 pm to Deepwoods30
Just zero confidence
I share in his lack
I share in his lack
Both free throws
Posted by LSUcam7 on 1/14/26 at 8:10 pm
Can’t teach clutch
But also fire McMahon
But also fire McMahon
re: Tiger emoji from Darth Kiffin!!!
Posted by LSUcam7 on 1/14/26 at 9:18 am to NorthTxLSU
Loading Twitter/X Embed...
If tweet fails to load, click here. Top 10 OL in the 2025 class from Shreveport.
re: This team needs a big time pass rusher
Posted by LSUcam7 on 1/12/26 at 11:12 am to The Pirate King
quote:
Production for pass rushers is really fickle
Very true. Particularly for average players. Scheme can improve production.
But studs are going to find a way to create havoc. We haven’t had a consistent stud on the DL in what feels like forever.
re: LOL @ Houston Players & Coaches acting like it is the Super Bowl
Posted by LSUcam7 on 12/27/25 at 10:56 pm to UncleLester
Last game of the season on prime time Saturday night during the holidays.
For a lot of these guys who don’t have a national spotlight it’s a huge deal.
For a lot of these guys who don’t have a national spotlight it’s a huge deal.
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