Bullish Company Commentary on Nebus NBIS in the AI Infrastructure Space

22 days ago

Host

"Number two, Nebus NBIS. So, Nebus is basically a landlord for AI computing power. They own and operate data centers filled with expensive NVIDIA GPUs, then rent that capacity to companies building AI products. Their pitch is simple – companies can start training AI models immediately without spending months setting up their own infrastructure. Recent deals with Microsoft and Meta have transformed Nebus from an underdog into a company with locked-in long-term revenue, proving its ability to deliver at scale. With lower operating costs and Europe's biggest neocloud footprint, Nebus is poised to capitalize on the AI boom as demand accelerates."

The speaker presents Nebus NBIS as a compelling long-term play in the AI infrastructure space. Emphasizing its unique position as a landlord for AI computing resources and highlighting major contracts with Microsoft and Meta, the commentary focuses on its competitive cost advantages and robust market positioning in Europe.

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