AI Story and Industry Chain: CBRS, ONDS, ZETA, ONDS& NBIS
Hello everyone! Today i want to share some trading ideas with you!
1
$NEBIUS(NBIS)$ revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online.
This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in.
2
$Ondas Holdings Inc.(ONDS)$ revenue is expected to reach nearly $1B a year by 2028.
That is exactly why it has earned a spot in my “drone” bucket as Ondas starts looking more and more like an emerging autonomous defense platform.
3
Joshua Kushner’s firm Thrive Capital just made a new $100M investment in $Shopify(SHOP)$.
Always interesting when the president’s son-in-law’s brother decides to write a nine-figure check.
4
$Zeta Global Holdings Corp.(ZETA)$ joined $Snowflake(SNOW)$ Open Semantic Interchange initiative to help create a vendor-neutral data standard for AI-powered analytics and marketing.
The goal is to make messy enterprise data easier to unify so companies can get cleaner insights across AI, BI and marketing platforms.
5
$Ondas Holdings Inc.(ONDS)$ is trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control.
That's where the $Palantir Technologies Inc.(PLTR)$ partnership becomes important because software is what can turn a collection of drones, sensors and robots into a real operating system.
The acquisition strategy is aggressive but this quarter made it look a lot more credible. Less like a roll-up and more like an emerging autonomous defense platform with real demand behind it.
6
The long-awaited $Cerebras Systems(CBRS)$ IPO is here.
I’ll be tracking it closely because Cerebras is attacking one of the biggest AI infrastructure bottlenecks by running massive models faster, cheaper and more efficiently as the market shifts from training to deployment.
The biggest validation point is OpenAI agreeing to buy up to 750 MW of Cerebras compute capacity over three years with capacity rolling out through 2028.
That is a serious demand signal from one of the largest compute buyers in the world.
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