$NEBIUS(NBIS)$ From the earnings report and some community discussions, Nvidia is set to book a mind-boggling $500 billion in Blackwell and Rubin pipeline revenue through 2026. Some are pointing out that alternative hyperscalers like Nebius, with their allocated GPU racks, are sitting on very valuable real estate.
Retail investors highlight that Nebius looks vastly superior to debt-saddled infrastructure plays like CoreWeave. The key point is that Nebius is completely self-funded and is building a full software ecosystem through the Eigen AI and AI21 Maestro partnership, rather than just being a “dumb GPU landlord.”
Sounds good for the Dr E Christmas Fund...
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