Nebulizer(@SMASIMHO):Also great for $NBIS vs. rest of playing field. Jensen giving Nebius and neoclouds priority GPU allocation because $NVDA needs them for distribution against hyperscaler custom ASICs.

Nebulizer

@SMASIMHO

Current Status: Full Port $NBIS Substack @nebulizerlabs Opinions are biased. Portfolio is undiversified.

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Nebulizer@SMASIMHO

2026.10.22 08:38

Also great for $NBIS vs. rest of playing field. Jensen giving Nebius and neoclouds priority GPU allocation because $NVDA needs them for distribution against hyperscaler custom ASICs.

Daniel Koss@daniel_koss

2026.10.22 08:10

$NBIS CEO Arkady just said "chips are probably the next bottleneck". Basically because the entire chip supply chain is constrained. Getting allocation will be hard. Probably very bullish for the companies close to $NVDA and great for ensuring there can't even be an overbuild. Also probably great for pricing.