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$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale.The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get.This is a $100B company in the making.
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