Mathias e/acc

$NBIS is a future hyperscaler and a current neoscaler

[Daniel Romero @HyperTechInvest]

🚨JUST IN: $NBIS Chief Revenue Officer:

"What’s ahead of us is dramatically greater than what we have already reported and shown."

[Mathias e/acc @TechnoGoddy]

@AlexSchettino @Cloudzillas @romanchernin @ItzSuds @nebiusai Takes about two seconds to look up their GW sites.

[Mathias e/acc @TechnoGoddy]

@drakeisaW If prices per MW goes up, so do prepayments. The more valuable each MW becomes, the more companies will prepay to get capacity.

[Mathias e/acc @TechnoGoddy]

@drakeisaW Yeah, I see that. Some people are assuming 100 % prepayments in the future, so 50-60 % is probably conservative 🤔

[Mathias e/acc @TechnoGoddy]

@drakeisaW Dilution is generally when they issue more shares. Not sure what you mean ‘from what’. 25 % is a made up number since it’s his prediction. If you wrote something it would also be a made up number.

[Mathias e/acc @TechnoGoddy]

@drakeisaW Where do you get that from when they get about 40-60 % in prepayments alone and possibly (most likely) even higher in the future? He also addresses dilution as he literally points to 25 % dilution.

[Mathias e/acc @TechnoGoddy]

@Cloudzillas @romanchernin @ItzSuds @nebiusai Maybe the 2 GW coming online in the coming years that aren’t tied to neither Microsoft nor Meta?

[Mathias e/acc @TechnoGoddy]

@Mastacash @romanchernin @ItzSuds @nebiusai Besides that retail investors don’t even matter at this point when they’re approaching 80 % institutional ownership, idiot.

[Mathias e/acc @TechnoGoddy]

@Mastacash @romanchernin @ItzSuds @nebiusai Except the $NBIS community is hardcore and far from idiotic. Roman isn’t pitching air, and this will be clear. Roman and Nebius’ management are humble in their approach and always sandbags. The only idiot here is you, idiot.

[Mathias e/acc @TechnoGoddy]

@BKad2005 @EndicottInvests Will be fun to witness them finding out 🤭 @Cloudzillas

[Mathias e/acc @TechnoGoddy]

@Mastacash @romanchernin @ItzSuds @nebiusai Well, obviously they have something to offer or they wouldn’t 🤦🏼‍♂️

[Mathias e/acc @TechnoGoddy]

@Cloudzillas @romanchernin @ItzSuds @nebiusai Obviously the power for their +2 GW coming online in the US the next couple of years LOL

Always some $IREN retard 🤣

[Mathias e/acc @TechnoGoddy]

@Wenmoonsoonmoon @SMASIMHO @LiquiditySnack Coreweave surely won’t

[Mathias e/acc @TechnoGoddy]

@SMASIMHO I’m roaring!

[Mathias e/acc @TechnoGoddy]

$NBIS Fucking HUGE 🚀🚀

[Nebulizer @SMASIMHO]

🚨 $NBIS Update: 525MW+ Indiana Datacenter

DataOne's proposed campus will consume 350MW from the grid + 175MW generated onsite through natural-gas fuel cells (Bloom Energy).

DataOne and $BE are $NBIS's developer muscle & strategic energy partner. Same duo @ Vineland.

🧵1/3

[Mathias e/acc @TechnoGoddy]

$NBIS 🚀🚀

[Nebulizer @SMASIMHO]

$NBIS Weekly Review 9/28:

🎤 Boroditsky: "No more hyperscaler deals"
- No more bare metal = $/MW goes brrr 📈

🧊 $NBIS x $PLTR x Armada
- Modular builder for Nebius asset-lite model

💰 Spot Auction Live 10/8
- Idle GPUs dynamically repriced every 15 mins
- Can be reclaimed as higher-priced demand appears

🤖 $NBIS acquires Inferize
- Spot auctions = GPUs change hands more often
- Cuts restart time, improving GPU utilization

🇺🇸 50MW South Carolina DC
- AIB CLT-01 facility. Live in H1 2027.

🎯 William Blair initiates "Outperform" rating

[Mathias e/acc @TechnoGoddy]

@MajusiMr @DrTomsLens Sure, but the site is probably not for inference for US customers regardless; it’s for EU sovereignty. Their +2 GW upcoming in the US is for inference for their US customers.

[Mathias e/acc @TechnoGoddy]

@SMASIMHO @Wenmoonsoonmoon @LiquiditySnack Someone is balls deep in a company paying off debt with debt it seems.