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Anders
@AndersInvests
Head of Strategy with degrees in Sociology and Philosophy | Deep $NBIS since 44$ | Early in $RKLB 5$ | $ASTS 8$ (sold)
268 Following    1.8K Followers
$NBIS ⏰ DYNAMIC SPOT PRICING IS LIVE “We ran the cycle and we priced too low. 15% lower than the market was willing to pay and even 20% less in the pipeline.” Nebius did not argue with the market. They measured it. Then they did their engineer thing and built a system: Auctions now set the market price for capacity you actually keep. Customers bid, the winner gets the GPUs for the term. That price is the reference for longer contracts, not a number sales guessed. The other layer is spare capacity: "preemptible virtual machines", GPUs you can use until someone else needs them. They can be switched off and handed back. For those, an algorithm now posts a live price every 15 minutes, from what is free, what people are asking for, and what they have paid before in that specific region. Find the gap. Close it with a system. That is Nebius.
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$NBIS BIG NEWS🚨 Another day, another banger. Beam is coming to Token Factory soon @nebiustf This is bigger than it looks 👇 Corporate adoption of open weights has been restricted by a massive trust deficit regarding foreign origin (chinese) architecture. Some enterprises flat out refuse to integrate them into their core operations. The arrival of Beam (and the german LLM Kolbri for that matter) shifts this entire landscape. We are seeing a western model that matches established (open) competitors in complex reasoning tasks while reducing the required computing power by over 70%. This specific combination of a trusted geographical origin and extreme operational efficiency clears the path for a new wave of commercial integration. Businesses finally possess a financially viable reason to build and own their intelligence layer instead of perpetually leasing access from closed providers. The transition toward real enterprise ownership will accelerate.
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