Counts from the Tue, Oct 20 close, which is not scored yet.
Nebulizer@SMASIMHOCompletely disagree with this take when it comes to $NBIS. Might have been true in 2024 and 2025, when hyperscaler contracts were necessary to cold-start the financing flywheel. As confirmed by Boroditsky @ 2026 Fellows Forum, Nebius no longer expects to be doing hyperscaler
Dimitry Nakhla | Babylon Capital®@DimitryNakhlaHyperscalers vs. neoclouds is a lot like a poker table ♠️ The hyperscalers are the big stacks — they control most of the chips (capital). They can afford to be patient. They get to choose which hands to play, which to fold, and when to walk away. A canceled deal with Nscale