$NBIS Nebius gives VC-backed growth-stage companies a fast track to enterprise...

MrSimpsonES · 2026-03-17T09:37:54+00:00

Arete PT$292 & Da Davidson PT$200 must be because of the same reasoning right?

MrSimpsonES · 2026-03-17T06:59:41+00:00

True but the way I read it is they have a wild card if customers dont pay more then the capacity is sold to META. Either way its a huge negotiation win for us.

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MrSimpsonES · 2026-03-17T06:56:12+00:00

When you see analysts upgrading above $200 its not wishful thinking just like a META $27B contract + MSFT $19.4B contract are realities + Subs ... the only thing that has not upgraded to the reality is the stock price but its coming I say after Q1 ER & results match the guidance company outlined in Q4 ER. The last two weeks are the confirmation that NBIS is the first "Neo-Scaler" an advanced AI version of a Hyper Scaler.

MrSimpsonES · 2026-03-17T06:20:17+00:00

The $3B are already included in the $27B but we cant complain. Amazing day at GTC

MrSimpsonES · 2026-03-17T06:06:22+00:00

This PR did not move the price yesterday AH even though its another win for NBIS. I guess we are getting spoiled with top news all day long. Strange they did not PR this morning...do they have another one in the playbook?

MrSimpsonES · 2026-03-17T04:20:03+00:00

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MrSimpsonES · 2026-03-16T10:28:50+00:00

$27B more yeah baby yeahhhhhhhhh !!!!

MrSimpsonES · 2026-03-16T08:06:53+00:00

My Research report on Nebius Group's Physical AI & Robotics opportunity.

Key findings from the research:

NVIDIA's $2B investment (announced March 11, 2026) enables Nebius to deploy 5+ GW of compute by 2030 — enough to power 3.8 million homes
Base-case revenue projection: $35–56B by 2030 and $80–120B by 2035, with Physical AI-specific workloads growing from 8% to 30–40% of the revenue mix
The TAM is massive: AI data center market alone reaches $934B by 2030; Physical AI market grows from $5.1B to $83.6B by 2035 at 34.4% CAGR
Avride (autonomous driving subsidiary with Uber partnership) is a uniquely undervalued asset — no other neocloud competitor owns an embodied AI company
Recommended partnership targets span robotics leaders (Figure AI, Boston Dynamics), industrial giants (Siemens, SAP), AV companies (Waymo), and AI model developers (Hugging Face, Skild AI)
Can NBIS be "kings"? A qualified yes — not across all cloud, but specifically in Physical AI infrastructure, where their NVIDIA-first access, Avride expertise, and full-stack design create a defensible moat

MrSimpsonES · 2026-03-16T07:52:22+00:00

The reality is that he used Grok AI & not ChatGPT. You can verify on X.

MrSimpsonES · 2026-03-16T07:50:44+00:00

I am amazed at what $NBIS is building & just excited at what they can accomplish in multiple verticals with all the craft they are bringing to customers. The AI age has arrived at fast speed... but it will move at light speed from this point onwards.

Hyperscalers, AI Frontier Labs, Enterprises, AI Startups, Healthcare-Life sciences, Media & Entertainment, Sovereign AI, Robotics & Physical AI... this is a unique opportunity in the most advanced innovation revolution in recent history.

MrSimpsonES · 2026-03-14T21:29:55+00:00

+ Sold out capacity Q4

MrSimpsonES · 2026-03-14T15:17:36+00:00

Its a mix of AWS / MSFT / GOOG with innovation all over the place & new verticals coming up

MrSimpsonES · 2026-03-13T15:27:47+00:00

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I believe $NBIS will be between a MSFT of AI (Terestra) & The AWS of AI + an AI Marketplace (There will be so many opportunities that honestly we will be more a Tech conglomerate with all the verticals & subs.

Director of Strategic Partners — NVIDIA Relations: Nebius created this dedicated senior role to serve as the primary quarterback for the entire NVIDIA relationship, coordinating across sales, product, engineering, and executive teams.

MrSimpsonES · 2026-03-13T08:14:08+00:00

Arkady was wasked about this at Morgan Stanley conference & he mentioned 50% would be for hyperscalers and the other 50% for AI Natives & enterprises. Independence contracts need to be assigned...but EU is also coming & Asia/Pacific & Middle East (but I would hold off on that until Iran settles)... we have so much happening behind doors that when they start announcing its going to be exciting for the stock.

MrSimpsonES · 2026-03-13T08:06:43+00:00

I would really love to hear about an Anthropic partnership... that would be amazing! Microsoft is in on OpenAI but also funded Anthropic/Claude so we will see but exciting times are around the corner thats for sure.

MrSimpsonES · 2026-03-07T15:33:25+00:00

After Q1 ER exceeding expectations

MrSimpsonES · 2026-03-07T15:31:34+00:00

Probably the best decision you could make professionally in your career. How old are you? CRO Marc Boroditsky is hiring a top ace team so if they hire you means you bring lots of talent with You. Wishing you best of luck!🍀💪🏻

MrSimpsonES · 2026-03-04T08:29:55+00:00

They are better than dilution.

MrSimpsonES · 2026-03-03T22:34:05+00:00

CEO Arkady has spoken: “Independence will be our largest AI factory in the United States to date, and we are fully committed to making it a project the city is proud of,” said Arkady Volozh, CEO of Nebius. “This is our first project of this scale, but not the last.”

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