$NEBIUS(NBIS)$ No, there won't be a rug pull today, but rather a red carpet that starts to get rolled out.
Anthropic's S-1 was updated to show they are "increasing" compute spend for Q4, as even their own demand for AI compute is very high.
Bill Ackman also said compute and AI infrastructure needs are growing exponentially.
All of this bodes very well for NeoClouds, and especially NBIS.
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