Tech enthusiast, investor & $NBIS watcher | Not financial advice.
Joined October 2022
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I’d love to see more information on the Assetlight model and Token Factory in the Q3 earnings report. Specifically, it would be helpful to get a breakdown of revenue contribution (% of total revenue), margins, and growth rates for both business segments. @nebiusai @wienglischmann
Nebius brought in an Italian as VP of Global Site Acquisition & Colocation. That tells me a lot about where things are going. $NBIS
linkedin.com/in/alfonso-roma…
Marc retweeted
“I’m sorry to disappoint but there is one single bottleneck, and that is your ability to execute”
Nebius CTO: Danila Shtan
Don’t listen to the FUD. It never was Nebius. $NBIS
BREAKING NEWS🚨: According to @theinformation, Microsoft's $5B less in capex in Q3 than it had planned was in part due to delays by $IREN.
We would not be surprised by this, considering that IREN continues to come up in our conversations with neocloud customers, usually for the wrong reasons. Multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere. The #1 worst site in the industry, according to users.
Marc retweeted
🚨 $NBIS adds three new compute clusters
"TF" presuambly stands for Token Factory, with one cluster tagged CA1, likely California.
We know $NBIS doesn't have a facility in California.
So high probability these are asset-light deployments that are now online for managed inference.
In particular, could be for $PLTR enterprise customers.
The disconnect between the stock price and the fundamentals couldn’t be more apparent…
Nebius is the most asymmetric play in the market right now. $NBIS
Marc retweeted
BREAKING: Revolut moved ~2,000 engineers onto self-hosted GLM for coding and pushed Claude Code and Codex to the exception list.
Per David Abitbol, who leads AI ops there: 56 Nvidia B200s, a blended 30 cents per million tokens, roughly a tenth of what they paid Anthropic and OpenAI. Engineering lead time improved 70%.
Here's the part that matters: the gains showed up when tokens stopped being rationed. Engineers quit saving AI for the hard tickets and pointed it at everything.
Frontier models become the exception, open weights become the default. That's a pricing problem for every lab heading to IPO.
h/t @OliverMolander
Would you move your team off frontier APIs if the bill dropped 90%?
Marc retweeted
Friendly reminder that just two months ago, $PLTR named $NBIS its preferred sovereign AI infrastructure partner.
A couple of comments from today's earnings call:
"I'm invigorated unlike ever before by the ambition I'm hearing from our customers and their demand for Sovereign AI, a revolution we should remember is barely one quarter old."
— Ryan Taylor, CRO, Palantir
"We believe Sovereign AI is the latest and largest tech revolution of our generation. We signed multiple eight-figure deals in the quarter that were shorter in duration than usual as customers rapidly adopted initial Sovereign AI capabilities in their enterprise. As we continue to deliver value with Sovereign AI, over time, we expect both the duration and size of these contracts to increase."
— Dave Glazer, CFO, Palantir
Hard to imagine a better distribution channel for $NBIS.
Marc retweeted
I’m still on vacation, fly back tomorrow. Check in on X and see like 100 imposters everywhere. Remember no blue check mark it’s a fake account. Very simple.
As far as the market and $NBIS, yeah total puke fest price action.
I don’t have a crystal ball, I dont control macro, I don’t control price. $NBIS reports next week. Elections are over tomorrow. If you can’t sleep at night on a position you need to adjust that for yourself.
As far as the business, Nebius is firing on all cylinders. The market can act irrational. Very irrational.
Let’s see what happens on earnings.
Trolls like to come out at these times. I suggest blocking them. When my bio stocks had drawdowns I’d block 100s of trolls a day. It’s a liberating experience.
Nebius is not a Neocloud. Nebius is a Neoscaler $NBIS
Marc retweeted
$NBIS We are now approaching $11 GPU-hour for spot... There is a disconnect between revenue and stock price... All high beta stocks getting dragged.
$NBIS - users are paying for interruptible spot B300s at $9.49 GPU-Hour in the last 15 minutes. The price cap gets removed today - this is going higher. If this is spot, how much do you think on-demand is going for....
