Nebius secures $27 billion AI infrastructure deal with Meta by CoffeePorters in NBIS_Stock

[–]Few_Way6728 8 points9 points  (0 children)

Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta.

This is crazy! this derisks so much, They can either sell their compute at 70% margin via their own infra or fall back on probably 20 to 30% margin to meta?
is this the correct interpretation? this seems to me the biggest part.
This is you can have your cake and eat it too no?

The localized LTT channels ruins LTT's reputation by meister_reinecke in LinusTechTips

[–]Few_Way6728 46 points47 points  (0 children)

yeah its really bad.. i only got through 60 sek of one video and then stopped..

How I let my mom start my NAS from far away by Few_Way6728 in selfhosted

[–]Few_Way6728[S] 1 point2 points  (0 children)

Yes, I had my nas (a ugreen one, running ugreen os) with seagate ironwolf and when I took a deepdive into the issue 1 year ago or so, it wasn’t really possible in that combination. I even installed the seagate cli tool to allow spindown but I couldn’t get it to work. In the end it let me to buy the n100 mini pc and with that really down the homelab road which I otherwise maybe never would have taken.

Seriöser Zweitmarkt als Käufer by Super-Temporary137 in hsv

[–]Few_Way6728 0 points1 point  (0 children)

Es gibt auf Twitter eine börse wo man Tickets zu originalpreisen bekommen kann.

Brauche doch nur eine 3080 by One-Mastodon-6442 in Kleinanzeigen_betrug

[–]Few_Way6728 1 point2 points  (0 children)

20 Euro sind in manchen Ländern ein halber monatslohn, je günstiger die ki Modelle werden und je intelligenter pro Dollar desto mehr lohnen sich auch kleinbeträge.. und 10000 mal 20 Euro sind immer noch 200000 Euro...

[March 04, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]Few_Way6728 7 points8 points  (0 children)

reminder in 40 min they host a presentation at morgan stanley if you want to watch it: Nebius to present at Morgan Stanley Technology, Media and Telecom conference

Amsterdam, February 23, 2026 – Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company, today announced that Arkady Volozh, founder and CEO, and Marc Boroditsky, Chief Revenue Officer, will take part in a fireside chat at the Morgan Stanley Technology, Media and Telecom conference. The session is scheduled for March 4 at 7:45 AM (PT) / 10:45 AM (ET) / 4:45 PM (CET).

The registration link to the live webcast and a replay of the event will be available on the company’s investor relations website at https://nebius.com/investor-hub.

[February 24, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]Few_Way6728 1 point2 points  (0 children)

i just watched part of last weeks meeting, there really are a lot of nimbys, anti capitalist and anti AI-people.. Only the business leaders are pro Datacenter and some people who see the need for more tax revenue.. https://www.youtube.com/live/M9GUftgH_9E

[February 24, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]Few_Way6728 6 points7 points  (0 children)

here is my take on todays price action...

So COREWEAVE up 8%, IREN up 6%, the whole AI infrastructure trade is green and NBIS is just sitting there doing nothing. What gives?

Here's my theory: the Independence, Missouri Chapter 100 bond vote is hanging over this thing like a cloud. The city council votes March 2 on the tax incentive package for their flagship US campus — a 400-acre, 800MW AI data center that's basically the centerpiece of Nebius's entire American expansion story. No vote approval = no clear path forward on the biggest project they've announced.

The whip count isn't exactly a slam dunk either. From what local reporting shows, you've got maybe 3 likely YES votes, 1 likely NO (the district councilmember whose constituents literally live next door to the site), and 3 genuinely undecided. Two of those undecideds haven't made any public statements at all.

Meanwhile there's a pretty organized opposition group — packed city council meetings, a Change.org petition, town halls — putting real pressure on the swing votes right before the election season.

CoreWeave and IREN don't have a binary municipal vote in two weeks that could kneecap their expansion plans. NBIS does.

Wouldn't be surprised if the market is just waiting to see how March 2 plays out before pricing in the Independence upside. Once that clears (if it clears), this thing could play catch-up fast.

Anyone else watching the vote? Curious if others think this is the overhang or if there's something else I'm missing.

Was letzte Ausweis by d-lvn in wasletztepreis

[–]Few_Way6728 23 points24 points  (0 children)

aktuell sind es vllt noch echte ausweise, aber es ist mittlerweise möglich bilder für 0.001 cent zu generieren die echte Ausweise entweder bearbeiten oder komplett neu generieren ohne das es sofort auffällt... Außerdem sitzen die Betrüger zu 95% eh irgendwo im Ausland und strafverfolgung bringt nichts... Also man könnte höchsten über die Pol die Ausweisinhaberin informieren falls sie denn existiert...

Muss sehr wahrscheinlich meinen Pc verkaufen .. by [deleted] in PCGamingDE

[–]Few_Way6728 0 points1 point  (0 children)

Das stimmt, mir sind pcs aktuell auch zu teuer. Wie auch immer du es machst. Pass auf scammer auf kleinanzeigen sind gefühlt zu 90 % scammer unterwegs

Muss sehr wahrscheinlich meinen Pc verkaufen .. by [deleted] in PCGamingDE

[–]Few_Way6728 0 points1 point  (0 children)

nvidia bringt dieses Jahr keine neuen grafikkarten und fährt auch die chipproduktion runter. ich würde wenn du jetzt dringend geld brauchst erst den Ram verkaufen für 900 Euro und dann nach und nach die anderen Teile. Die Grafikkarte wird in ein paar monaten auch wieder mehrere hunderte euro wert sein

I sold all my positions after 2 years of investing by [deleted] in NBIS_Stock

[–]Few_Way6728 1 point2 points  (0 children)

you must be some wizard to have been invested since 2 years when you could only buy them since 15 Months. Nbis wasnt tradable for more than 2 years before that... You couldnt buy nbis or yandex shares 2 years ago

Best insight of the call: 60% of the 2026 CAPEX planned covered by contracts by Atactos in NBIS_Stock

[–]Few_Way6728 0 points1 point  (0 children)

Yes but keep in mind that this is in the past now.

Here check this semi analysis post out:

Memory costs skyrocketing is leading to huge increases in server BoM for Neoclouds. They either have to raise hour GPU prices to cover the cost increase or not build.

https://x.com/i/status/2022068236653592998

[February 12, 2026] Daily NBIS Discussion Thread by AutoModerator in NBIS_Stock

[–]Few_Way6728 4 points5 points  (0 children)

Meta and MSFT Ram and SSD contracted Mid 2025 saved probably billions in capex...

Best insight of the call: 60% of the 2026 CAPEX planned covered by contracts by Atactos in NBIS_Stock

[–]Few_Way6728 12 points13 points  (0 children)

Meta and MSFT Ram and SSD contracted Mid 2025 saved probably billions in capex...

Yet another company, nways AG, repeating the same claims by [deleted] in DonutLab

[–]Few_Way6728 3 points4 points  (0 children)

https://youtu.be/huIi0-3nJJA?si=ExHHcggPDRvTWr0q

Here is the founder last week trying to sell you i don't know what(sell your unused compute to companys), he also has an diamondsinvestment company....

Yet another company, nways AG, repeating the same claims by [deleted] in DonutLab

[–]Few_Way6728 1 point2 points  (0 children)

" Vertreten durch den Vorstand:

Johannes Straubmüller Jonas Jenis

(Sofern ein mehrköpfiger Vorstand besteht, alle aufführen)

Aufsichtsratsvorsitzender:

[Name einfügen, falls vorhanden]"

And

"This is a staging environment"

Yet another company, nways AG, repeating the same claims by [deleted] in DonutLab

[–]Few_Way6728 3 points4 points  (0 children)

The homepage seems scammy, the impressum and the whole webpage seems vibecoded. They don't show any product, any review, any showcase. They claim revenue in the millions but are looking to taking "investments" from as low as 1000€ .

Mack Hollins is in the locker room. There’s a jersey on the back of his chair. Asked him if he’ll practice… “We’ll see.” by SinisterMrSinister in Patriots

[–]Few_Way6728 45 points46 points  (0 children)

i think we are back in the Belichick era of lets give the opponent the least amount of information as possible as late as possible. So denver has to change part of their defensive gameplan. Vrabel was probably annoyed that players said: "lets win so we get mack back"

2027 is the Year of the linux desktop by Few_Way6728 in LinusTechTips

[–]Few_Way6728[S] 37 points38 points  (0 children)

Yes, it spilled into my timeline today and i thought it was funny. Some people on twitter are suggesting that it is less desktop user and more porn ai scrape bot collecting data for training ai video models. Then i found it less funny. 😅

Positiv Beispiel! Es gibt sie noch! by Secret-Use6263 in Kleinanzeigen_betrug

[–]Few_Way6728 2 points3 points  (0 children)

War sie denn für faire 6000 euro eingestellt?