AIInfrastructure
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NVIDIA Was the AI Trade — Now It’s the Crowded One
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Nebius Is Priced Like a Winner — But It Hasn’t Won Yet
$88 a share. Nearly $25B market cap. And still losing money. NBIS — Nebius Group — is the latest AI infrastructure darling that investors can’t seem to quit. On paper, it looks like a rocket ship: revenue up more than 300% year over year, headline-grabbing multibillion-dollar contracts with Microsoft and Meta, and a narrative that…
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Nebius Isn’t the Next Nvidia—It’s a High-Octane Bet on AI Staying Expensive
$17 billion from Microsoft. $3 billion from Meta. A stock up more than 180% in a year. So is NBIS the next great AI infrastructure trade—or just a high-beta way to play Nvidia without buying Nvidia? Here’s the blunt answer: Nebius is a real infrastructure player. But at 60+ times sales, you’re not buying infrastructure.…
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The AI War Isn’t About Brains Anymore. It’s About Power Bills.
The AI hype machine used to run on one question: whose model is smarter? Bigger context windows, higher benchmark scores, splashy demos. That phase is over. The latest news cycle makes something else painfully clear. The real fight has moved down the stack, where the money is heavier, slower, and far harder to unwind: infrastructure…
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