$NEBIUS(NBIS)$ good move nbis👍🏻
CRWV, NBIS Surge Post-Earnings — Has AI Compute Hit Its Inflection Point?
Compute names ran on three separate prints. Nebius +34.14% on revenue of $582 million, up 454% year-over-year, adjusted net loss narrowed 64% to $33.2 million. CoreWeave +19.28% even with revenue of $2.575 billion missing the $2.611 billion consensus — the $1.03 EPS loss beat the $1.24 estimate, and the $104 billion backlog was what got quoted. Riot +4.33% on the Anthropic deal: $9.1 billion base for 191 megawatts over 20 years, up to $16.1 billion with all extensions. Three ways to sell the same compute dollar — machine hours, power, contract duration. Which one holds the pricing power?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments