Kelton Jones

Producer, Director, Cinematographer, Actor

[Kelton Jones @Keljocam]

@StockSavvyShay lol

[Kelton Jones @Keljocam]

@aleabitoreddit

[Kelton Jones @Keljocam]

@DivesTech @geokoutalidis

[Gen Z Investor @genZinvest0r]

$NBIS isn’t just selling GPUs, it’s incubating the future of AI!

Everyone’s currently watching out for the next major contract to be signed with a Hyperscaler or Frontier AI-lab (me included), but there is a hidden compounding engine just constantly working beneath the surface and its quietly turning into $NBIS biggest competitive advantage.

It should be apparent to everyone by now that AI is the defining tech of our generation and will be the key driver of economic development in the future. This also means that it will leave behind a whole host of opportunities for front-leaning businesses and startups to capitalize and scale rapidly.

Management already stated that: "hundreds of AI startups" have chosen $NBIS over the Hyperscalers(!). That matters because AI companies can scale from a handful of engineers to category leaders incredibly fast (just look at OpenAI, Midjourney, Elevenlabs, Hugging Face etc.) and the platform they build on early is usually the platform they stick with at scale.

Think about it, when you own $NBIS you don’t just own a datacenter story; you get broad exposure to a portfolio of AI startups across agents, multimodal search, drug discovery, robotics, AV stacks, and more. If even a slice of those break out into AI powerhouses, their GPU footprint explodes, and $NBIS rides that demand automatically!

When management says that $NBIS aims to become the “AWS of AI infrastructure,” they don’t just mean the biggest provider, they mean the most foundational one. AWS didn’t win because it had the most servers; it won because the world’s largest digital businesses were built on top of it.

That’s the same play $NBIS is replicating in AI!

The goal isn’t simply to rent out GPUs, it’s to become the infrastructure layer that births the next generation of AI powerhouses. The more these startups grow, the more dependent they become on $NBIS's stack, and that's what being the "AWS of infrastructure" really means!

Now, why do they pick $NBIS?

Because the stack is purpose-built for AI and removes the friction that slows teams down. Startups get fast provisioning and orchestration (Kubernetes/Slurm-style scheduling that scales from 8 to 8,000 GPUs), high-throughput networking for distributed training (NCCL that actually sings on tuned fabrics), storage layouts that fit the job (object for datasets/checkpoints, blisteringly fast local for throughput), and a ready-to-go runtime (CUDA/NCCL/Triton with NVIDIA AI Enterprise, NIM, NeMo) so engineers are shipping models instead of wrestling drivers. Add clean observability and cost controls you can hand to founders and CFOs, and the first enterprise security review doesn’t stall because $NBIS already checks the boxes (SOC 2 Type II, HIPAA, ISO 27001 and more, plus EU-ready alignment). It’s velocity, not just capacity.

This is the advantage of having a company built by founders who understand startups. $NBIS doesn’t guess what early-stage teams need, they’ve lived it! That’s why the product feels tailor-made, almost like a glove-in-hand fit for every AI startup. The platform is built around the real challenges of scaling fast with limited resources, evolving models, and nonstop experimentation.

The stack creates real stickiness.
- Data gravity: petabytes of datasets and checkpoints live on $NBIS, moving is time consuming and creates serious friction.
- Tooling familiarity: container images, launch scripts, cluster configs, CI/CD, all the muscle memory is built here.
- Performance tuning: kernels, sharding strategies, and parallelism are tuned to this fabric; you don’t casually re-tune mid-sprint.
- Security/procurement: BAAs, DPAs, and internal approvals are done; switching clouds restarts the paper chase.
- Commercials: credits -> discounts -> commitments -> enterprise support etc, all leads to the compounding of the relationship.

Every step happens on the same tools, same data plane, same ops playbook, no migration tax, no lost weeks. That’s how loyalty forms and why the “AI incubator” dynamic will be the biggest ROI for $NBIS in the future.

$NBIS further amplifies this with its startup tiers (Explorer/Builder/Scaler). Early teams get meaningful credits and hands-on help to hit product-market fit; as they grow, pricing, capacity planning, and support scale with them. By the time they’re selling into big enterprises, $NBIS already clears compliance gates and regional requirements, especially powerful in Europe, where rules are tight and getting tighter by the day.

Its been apparent from the start, every decision $NBIS makes, has been one step ahead of the competition!

While the market is eagerly waiting for the next announcement, $NBIS is quietly building an army of loyal customers who will need more GPUs, more regions, more everything as their products hit scale. It’s a built-in hedge on AI innovation, a broad basket of early bets, and when winners emerge, $NBIS is the default beneficiary because those teams are already all-in on the stack.

This is the long game. Build the platform the next wave of AI leaders trusts, then grow with them. That’s how you turn today’s credits into tomorrow’s durable revenue!

As management put it themselves, everything so far has just been the preview, we are now preparing for the next 10X growth!🚀🚀🚀

[Kelton Jones @Keljocam]

@geokoutalidis You rock! So grateful for you!

[George Koutalidis @geokoutalidis]

Well, $NBIS is over $110, so I guess it's time for the giveaway, as promised.

Like, comment, and repost this to enter the 5 x $SOL Giveaway!

[Kelton Jones @Keljocam]

@geokoutalidis Congratulations!

[George Koutalidis @geokoutalidis]

This company will save millions of lives in the future. It has already saved thousands of lives and we are just getting started! https://t.co/8mDYvMnVgM

[Kelton Jones @Keljocam]

The flight attendant just told us that infant life vest were available upon request. I’m not sure how an infant is going to help me stay afloat but I appreciate that that is an option.

[Washington State Archives @WAStateArchives]

Secretaries of state Beatrice Roach Gottlieb (NM), Virginia Paul Holm (MN), Agnes Baggett (AL), Alice K. Leopold (CT), Geraldine Ostroot (SD), and Martha Bell Conway (VA) meet in Olympia, WA in August 1953. #NASSWomenLead #WomensHistoryMonth

[Kelton Jones @Keljocam]

@sundancefest Bought a 10 ticket package but the site won’t let me pick movies is there a fix for this?

[Kelton Jones @Keljocam]

@KanzakiTei Oopo

[Kelton Jones @Keljocam]

I’m thinking about opening up a a family style restaurant where the staff argues with you about politics, tries to make you feel bad for not coming there more often, and embarrasses you in front of your date. #familystyle

[Kelton Jones @Keljocam]

@KahilFennell I’m proud of you cousin!

[Kelton Jones @Keljocam]

https://t.co/Rmji7XC8LY

[Kelton Jones @Keljocam]

#ComicCon2019

[Kelton Jones @Keljocam]

The very rude child pushing his way through the crowds at Comic-Con learned two very valuable lessons today. 1 Shoving middle-aged men makes them slow down 2. Strangers will full on fart in your face.

[Kelton Jones @Keljocam]

That was me in the Drooper Costume

[SYFY @SYFY]

No matter where your loyalties lie, the Horror Times Two panel had a Banana Split for you. See you at the screening, #SDCC!

[Kelton Jones @Keljocam]

I wonder if the first person who ever tasted a strawberry thought “wow! This taste just like a beaver’s ass”