#Nebius shares rally up to 8%: What’s driving the AI rally?
#ETMarkets
economictimes.indiatimes.com…
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🚀 🧠 Alpha Binwani Capital has turned bullish on Nebius Group
Read More: bit.ly/Nebius-Bull
#Nebius #AIInfrastructure #CloudComputing #Hyperscalers #DataCenters #GPUs #ArtificialIntelligence
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☁️ NEBIUS surged more than 7%.
📈 CoreWeave gained over 3%.
💻 Both moved higher despite broader market weakness.
🔎 Cloud computing stocks drew attention.
#NEBIUS #CoreWeave #CloudComputing #USStocks #MarketUpdate
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The reason why #Nebius is now leading AI globally is that they are the best end to end engineering team in the world in compute. It's just that simple. Everyone else is from Crypto or Finance. But Nebius is engineering from top to bottom. That will always win.
BNP Paribas estimates $NBIS can generate ROIC of >25% at $20M in annual revenue per MW, rising to >60% ROIC at $40M per MW for GB300 deployments.
The firm also sees the potential for a similar scarcity cycle with Vera Rubin, which could imply $60M in annual revenue per MW and a one-year payback period in an extreme bull case, particularly as demand ramps for new models trained on NVIDIA's latest hardware.
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🚢 @EthraShip is moving forward!
SeaVerity has joined the @nebiusai AI Builder Program to accelerate Ethra’s maritime AI network. 🌊⚓
Nearly 1M maritime data points processed. The build continues.
#EthraShip #SeaVerity #Nebius #AI
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AI infrastructure is the unsexiest part of the sexiest AI industry, as we like to say :)
But this part has its own (unsexy:) innovations too.
One of them is pricing. A more programmatic approach through auctions is the way forward.
We were the first AI cloud to introduce a successful auction.
(I can talk all day about why the marketplace approach doesn’t work that well, btw. Hint: compute is not a commodity!)
And now we have the auction built directly into the platform.
More to come.
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