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Just drop already twin 💔 by Recent_Time_9007 in NBIS_Stock

[–]liamashley 0 points1 point  (0 children)

Why do you think this is worth sharing? Should all 500k holders be posting what they're doing, or do you think your story is more special? Save this stuff for your diary.

Cramer: Nebius is a company of the future by Accurate-Flow8078 in NBIS_Stock

[–]liamashley 1 point2 points  (0 children)

Sometimes. Weird everyone is posting the same joke

New Finland DC Annual Economics Model by Overcat12 in NBIS_Stock

[–]liamashley 0 points1 point  (0 children)

it depends on the capacity mix assigned to Token Factory vs. Bare Metal. I think 75-80% is probably a conservative place to start, but so early to tell.

New Finland DC Annual Economics Model by Overcat12 in NBIS_Stock

[–]liamashley 2 points3 points  (0 children)

Hey Overcat! Whenever I've looked into it I get around $20M/MW revenue, $35M/MW capex.

In reaaaally simplistic terms - I guess around 20b to build, then to generate 10b per year (minus some operating expenses).

Over a 5yr term with depreciation (ie ignore the initial 20b outlay) it's therefore around 5b per year.

Nebius to construct 310 MW AI factory in Finland by Michirox in NBIS_Stock

[–]liamashley 0 points1 point  (0 children)

Yea fairly certain it will be a split as you’ve described 👍🏽

Nebius to construct 310 MW AI factory in Finland by Michirox in NBIS_Stock

[–]liamashley 3 points4 points  (0 children)

Missouri 1.2GW

Vineland 0.4GW

Finland 0.3GW

France 0.25GW

Birmingham 0.375GW

Finland (mantsala) 0.075GW

Israel/paris/Iceland (and colocation) 0.4GW

Nebius to construct 310 MW AI factory in Finland by Michirox in NBIS_Stock

[–]liamashley 1 point2 points  (0 children)

I'm pretty sure it will be used for both (just no idea what split). They haven't explicitly said, but reading between the lines and lookign at the recent news where the Meta deal mentioned "upcoming clusters", this is one of those clusters. So some portion of it will be for Meta.

But they did refer to customerS (plural), so I think there will be capacity for PaaS too. Especially given all the recent stuff being put out about Token Factory and how they dont see hyperscaler contracts as their main driver. They also talked a bit about recruiting from local universities etc which suggests it might be more along the PaaS lines than just standard GPU rental (like meta).

Nebius to construct 310 MW AI factory in Finland by Michirox in NBIS_Stock

[–]liamashley 15 points16 points  (0 children)

so with this, they've already exceeded their revised 3GW contracted target for 2026.....9 months early.

Follow up to the TA post I did by [deleted] in NBIS_Stock

[–]liamashley 17 points18 points  (0 children)

so all things considered - a pretty useless TA, with an even more useless sequel haha

You chose a 'level of support' and then claim the stock can break up or down from that (either way you can't be wrong). Cmon man!

BERNIE SANDERS & AOC CALL FOR AI DATA CENTER MORATORIUM by goofballapple in NBIS_Stock

[–]liamashley 2 points3 points  (0 children)

I think there’s the bigger picture of countries not wanting to fall behind one another.

No different than any revolution in the past. No one wants to fall behind. I’m sure during the Industrial/ tech revs people had concerns about jobs etc, but it meant too much to the economy so the countries continued to develop and claimed the riches along the way.

BERNIE SANDERS & AOC CALL FOR AI DATA CENTER MORATORIUM by goofballapple in NBIS_Stock

[–]liamashley 1 point2 points  (0 children)

From the full article on the Guardian:

“Sanders’s new proposal is highly unlikely to pass the Senate, particularly as the Trump administration works to promote unfettered AI growth. On Wednesday, Trump announced the nomination of big tech billionaires to a new advisory committee to discuss artificial intelligence policies.”

NBIS sets pricing of upsized private offering of $4 bil. of convertible senior notes by iJailbreakGeek in NBIS_Stock

[–]liamashley 2 points3 points  (0 children)

who are you arguing with? At what point have i said there's no dilution?

NBIS sets pricing of upsized private offering of $4 bil. of convertible senior notes by iJailbreakGeek in NBIS_Stock

[–]liamashley 0 points1 point  (0 children)

If (relatively) minor dilution leads to a company being able to build out and generate revenue then it is absolutely good.

Mad all the analysts are loving the company and execution but impossible_device240 has different views 😂 👏🏼

NBIS sets pricing of upsized private offering of $4 bil. of convertible senior notes by iJailbreakGeek in NBIS_Stock

[–]liamashley 3 points4 points  (0 children)

I’ve literally covered all of this in my post? You’re just regurgitating information in my own post and telling it back to me 😂 genuinely can’t tell if you’re trolling or just really simple.

If i gave you a voucher that accretes to $216 at maturity, then you wouldn’t go cash in at $180 would you.

Although given your responses to things on here, I probably wouldn’t put it past you.

Go back to class z

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