$1,000 follows their calls into $837
Kevin S. Xu@kevinsxuExcited for Meta as it gets back into the frontier; been using Muse more and more lately! Not so excited for US open source AI; the best of Wonder Muse will be closed... NVIDIA, plus all the labs it'll sooner or later acquire, will be the only game left in town
Kevin S. Xu@kevinsxuNebius founders living in Tel Aviv is yet another hidden advantage
M. V. Cunha@mvcinvesting🚨 $NBIS is reportedly eyeing another acquisition. Calcalist, Israel’s leading financial newspaper, reports that Nebius is exploring the acquisition of an Israeli company in a deal valued at $100M-$150M. No other details were disclosed.
Kevin S. Xu@kevinsxuThis new asset-light business model from Nebius is an important move that separates it from the pack of so-called "neoclouds", none of which could pull this off even if they want to, because most lack software expertise, though some are trying hard to catch up. My bull case on
nebius.comNebius introduces business model to scale AI cloud globally through infrastructure partnershipsBuild and scale faster on the purpose-built AI cloud, engineered from silicon to API.Kevin S. Xu@kevinsxuPeople got really triggered by this simple rule of thumb as of being an OEM is a bad thing. Lots of important OEMs up and down the tech supply chain -- Dell/HPE for servers, Foxconn for servers/iPhones/many other things, so many for laptops. even TSMC can be considered an OEM of
Kevin S. Xu@kevinsxuEasiest way to think about the difference between Nebius and CoreWeave (plus rest of neocloud cohort) Nebius is building a cloud like AWS CoreWeave (and others) is building a GPU data center OEM
