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astonvilla
| Favorite team: | LSU |
| Location: | New Jersey |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 3443 |
| Registered on: | 12/27/2005 |
| Online Status: | Not Online |
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re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 12/24/25 at 8:54 pm to Jax-Tiger
At the moment, most of the announced expansions are expansions of existing sites, not entirely new greenfield builds. As you mentioned, a few new facilities have been mentioned in MO, IN, and AL, but there’s limited publicly available info on exact go-live dates for those.
To hit a target like 1 GW of operational power by the end of 2026, it’s likely going to be a mix of both: Expansions of existing centers and New sites that are already in planning or early construction.
If one or more of the new MO/IN/AL sites isn’t operational yet, that’s not surprising as large facilities often take 12–24 months from groundbreaking to commercial load. So in 2025 the early waves of capacity are almost certainly expansions and staged builds, with some new sites expected to come online in 2026.
To hit a target like 1 GW of operational power by the end of 2026, it’s likely going to be a mix of both: Expansions of existing centers and New sites that are already in planning or early construction.
If one or more of the new MO/IN/AL sites isn’t operational yet, that’s not surprising as large facilities often take 12–24 months from groundbreaking to commercial load. So in 2025 the early waves of capacity are almost certainly expansions and staged builds, with some new sites expected to come online in 2026.
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 12/22/25 at 4:11 pm to Jax-Tiger
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 12/9/25 at 3:14 pm to LSUcam7
re: The 2025 Heisman Finalists have been announced...
Posted by astonvilla on 12/8/25 at 6:31 pm to RollTide1987
Committee is going to give to Simpson
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 12/4/25 at 6:50 am to IT_Dawg
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/19/25 at 3:55 am to jefforize
Citizens initiated buy coverage with 175 price target. Let's go
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/11/25 at 12:45 pm to bayoubengals88
i'm addicted to buying this stock. i got 50 more at 103.7. hopefully i dont regret.
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/11/25 at 8:07 am to bayoubengals88
Got it. Thanks
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/11/25 at 8:02 am to bayoubengals88
Can you give the backstory ?
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/11/25 at 7:03 am to bayoubengals88
The issue is they may miss the year end revenue target because of NJ data center delay.
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/9/25 at 7:03 pm to bayoubengals88
Just went crazy at the opening
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/7/25 at 1:50 pm to Jax-Tiger
apparently JP Morgan purchased more shares and has total 1.37 million holding now.
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/7/25 at 1:50 pm to IT_Dawg
little disappointed DA Davidson upgrade was only 150 i was hoping it would be 200 :lol:
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/6/25 at 6:20 am to bayoubengals88
they keep expanding. nice
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/5/25 at 5:58 pm to LChama
institutions now have to buy who are mimicking the index.
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/5/25 at 6:54 am to IT_Dawg
Is this new product a big deal?
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/5/25 at 6:36 am to bayoubengals88
Apparently NBIS launched a new product. Can't link but it's Token AI something
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/4/25 at 6:55 am to bayoubengals88
Thanks.
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/4/25 at 6:45 am to bayoubengals88
whats the Altman thing you are talking about?
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/4/25 at 4:21 am to Craft
Completely destroyed
re: Nebius - NBIS - AI Infrastructure Company
Posted by astonvilla on 11/3/25 at 7:26 am to IT_Dawg
last week on twitter they were downplaying other neoclouds and taking indirect shots at them. I am all in on NBIS and hopefully they have a strategy to move things forward and grow the business.
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