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Nebius
Company · mentioned 83 times
AI cloud infrastructure company that sells GPU compute capacity for training and running AI models, a neocloud provider spun out of Yandex and listed on the Nasdaq.
Company · mentioned 83 times
AI cloud infrastructure company that sells GPU compute capacity for training and running AI models, a neocloud provider spun out of Yandex and listed on the Nasdaq.
Prof G Markets· 9 Nov
Ed Elson says the week ahead brings October inflation data from the consumer price and producer price indices, and earnings from Constellation Energy, Skydance, CoreWeave, Cisco, Nebius and Cerebras.The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· 9 Nov
Harry Stebbings says Nebius shares are down 40%.Startup Insider· 9 Nov
Philipp Müller says that unlike the dot-com era, which was all equity stories with no debt, the neoclouds building capacity alongside the hyperscalers are extremely highly indebted, because a GPU is an asset one can borrow against.The Pomp Podcast· 7 Nov
Jordi Visser says Nebius and CoreWeave are effectively bonds rather than call options because he does not think they can grow ten times.Big Technology Podcast· 6 Nov
Alex Kantrowitz illustrates the compute commitment question with a hypothetical: if you order 10 popsicles and the freezer breaks, the shop owes you $10 and you get soup, so you are not obliged to buy.