Wall St Engine(@wallstengine):$NBIS CEO asked what xAI selling compute at premium prices means for them: The whole AI cloud market is growing massively, from 100s of billions of $$$ per year to probably a trillion... The market as a whole is growing by 10s of gigawatts per year. The hyperscalers build a lot of this, but even they definitely cannot build all of it. Somebody needs to build the rest of the market. And that will be us. New players coming to the market don't change the market for us. They actually just validate the market.

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Wall St Engine@wallstengine

2026.08.12 13:25

$NBIS CEO asked what xAI selling compute at premium prices means for them: The whole AI cloud market is growing massively, from 100s of billions of $$$ per year to probably a trillion... The market as a whole is growing by 10s of gigawatts per year. The hyperscalers build a lot of this, but even they definitely cannot build all of it. Somebody needs to build the rest of the market. And that will be us. New players coming to the market don't change the market for us. They actually just validate the market.

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