$NEBIUS(NBIS)$ Compute supply

$NEBIUS(NBIS)$ Compute supply is tight across the board and basically every company is chasing GPUs, so demand could get pretty intense before long. Short-term spot prices might reach $60-70 per MW. The FUD around CRWV should fade as spot prices move higher into 2027, since they can easily cover their debt and interest at those levels.

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