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Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 6-person team spanning engineering, finance and strategy. One investable view.
Joined July 2023
261 Following    18.1K Followers
With Nebius earnings tomorrow morning, I wanted to share this with the $NBIS community. I’ve been a holder since day 1 and we put this article out for everyone to read. With delays across the data center buildout, we did a full breakdown of Nebius’s Birmingham, Alabama site. @Mark_AAIG , our data center guy, went through the available footage to see what’s already in place, what still needs to happen, and when the first GPU racks could be ready. We’ve done two similar site breakdowns on WhiteFiber’s NC-1 build. WhiteFiber management told us our read on the timing was “awfully close to reality.” This time, we’re looking at Birmingham through the same experienced eyes. Enjoy! And let’s crush earnings tommorow.
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