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@jaybleezy42069 · Long NBIS
Read asLong NBIS
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Jay Bleezymore@JayBleezy42069This assumption on chips obsolescence is just wrong. The workloads will simply shift, newer silicon will all go towards training the frontier models whereas the older “obsolete” chips shift to enterprise inference and open source fine tuning. Nebius’ business model protects them
Special Situations 🌐 Research Newsletter (Jay)@SpecialSitsNewsGartner forecasts 80% of neoclouds won't exist by 2030 $CRWV $NBIS $IREN Key Drivers Behind Gartner's Projection Massive ROIC & Capex Mismatch: Gartner estimates that total global AI data center buildouts would require ~$8.5 trillion in cumulative industry revenues by 2030
