売上355%増!AI計算資源を握るNebiusの爆走。
・MS・Metaが買い占めGPU枠は完売
・26年に2.5GW拡大、ARR90億ドルへ
・PSR60倍の赤字だが「増設即売上」の特需
勝敗はGPU量より電力とDC建設の実行速度。

🚀 Nebius Jumps 8.58% to $252.54, Erasing Monday's 4.22% Sell-Off
Nebius Group shares climbed 8.58% to $252.54, reclaiming the $250 level they lost Monday when the stock fell 4.22%.
#Nebius ($NBIS) COO files to sell $121 million in shares in trading plan's final sale aistockwire.com/blog/nebius-...
$NBIS,
$250 remains strong resistance, but the odds are increasing that it will break soon as the range looks ready to evolve into a trend.
$NBIS $CRWV #Nebius #AI #Stocks #Trading #SwingTrading
Data center landlords vs. tenants: Digital Realty ($DLR) and #Equinix ($EQIX) vs. #CoreWeave ($CRWV) and #Nebius ($NBIS)
New Jersey fines #DataOne $1.07 million over unpermitted generators at #Nebius ($NBIS) site serving #Microsoft
#Nebius ($NBIS) is raising GPU rental prices up to 21% on October 1. #CoreWeave ($CRWV) told bond buyers it is charging more too.
The Palantir partnership highlights Nebius’s focus on trusted infrastructure and sovereign AI, where control, security and flexibility are becoming increasingly important.
$NBIS $PLTR $AI
#Oracle ($ORCL) and #Nebius ($NBIS) pivot data center projects to Bloom Energy ($BE) after gas permitting delays #BloomEnergy
Palantir and Nebius are combining data governance with on premise AI compute. Palantir controls who can access data and models. Nebius runs open models inside the enterprise boundary. This closes the gap between control and actual compute.
It's a f****** clown show from top to bottom in this shell company, #Nebius
I mean just listen to this f****** guy talk.
Who the f*** wants this person as a neighbor or someone having influence in your community?
F*** off back to Russia or Amsterdam or wherever the f*** you're at.
Not wanted 🖕🤬
F*** you
f*** you sideways
go the f*** back to Russia.
F*** off nobody wants you here. You f****** wackadoodle crazy mother f*****$
Mass f****** deportation now of f****** Russian f****** traitor scum.
...and their enablers. 🖕🤬🏴☠️