$NBIS JUST IN : New Northwise Model projects Nebius ~$70B in revenue in 2030 🔥
A 2030 PRICE TARGET Extrapolation:
Using Northwise’s model assumptions with their estimated 339M shares outstanding (their base case) and MY OWN 10X revenue multiple applied to their $70B rev projection for 2030, I would arrive at a rough valuation of $700B with a 2030 Price Target of ~$2,065 a share 🔥🔥🔥
Wells Fargo expects $NBIS to go from 172 MW of active capacity in 2025 to 7.5 GW by 2030
By 2030, they expect:
- 3.1 GW self-built / owned
- 1.0 GW leased or smaller identified sites
- 3.4 GW other / unallocated
This forecast includes the full 1.2 GW expansion in Independence and a 1.2 GW site in Pennsylvania as flagship data centers
At an estimated full AI factory capex of $70B per gigawatt, adding this capacity from today to 2030 would imply over $500B of infrastructure investment
Intel and Foxconn are partnering to develop and deploy next-gen AI infrastructure and intelligent computing platforms, spanning silicon, rack, system, and application layers, including a full Intel Xeon CPU rack.
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