When will the "slumbering" market wake up?
The market may be overlooking the broader picture.
This brings $NBIS and $IREN into focus.$IREN Ltd(IREN)$ $NEBIUS(NBIS)$
Microsoft’s ($微软(MSFT)$ ) withdrawal from its partnership with NScale does not mean that demand for artificial intelligence (AI) is fading. Instead, it highlights a more pressing challenge: power supply and delivery timelines.
Microsoft still requires computing power. If one provider fails to deliver on schedule, companies with already-energized capacity and a proven track record of execution may stand to benefit.
In the realm of AI infrastructure, while demand is certainly important, it is the ability to deliver that ultimately converts demand into revenue
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