Nebius Articles
Nebius: akin buying $NVDA with leverage
Between 2024 and 2025, hyperscalers have grown to command approximately 60–66% of the global cloud market, leveraging their extensive services and worldwide infrastructure. On the other hand, neocloud providers, focused on delivering high-performance, cost-efficient infrastructure tailored for AI, and machine learning workloads, hold a smaller but expanding share of under 5%.
Nebius: Why I bought Before Earnings
In my deep dive published only 2 months ago, on June 29, I stated that I was not going to open a position in $NBIS given my conviction was not at the right level yet, suggesting I might have taken advantage of the stock appreciation by using some options strategy eventually.
$IREN vs $NBIS: Location, Location, Location
Nebius and Iren are establishing positions in the AI infrastructure sector. Both companies develop and operate data centers equipped with high-density GPUs for AI model training and inference. They function as specialized providers of computational resources, addressing capacity constraints faced by major cloud platforms such as AWS and Azure.