Shay Boloor(@StockSavvyShay ):$NBIS revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online. This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

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Shay Boloor@StockSavvyShay

2026.05.14 11:59

$NBIS revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online. This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in.