Shay Boloor(@StockSavvyShay):One of my favorite developments from $NBIS earnings was its first capacity auction because it gave us real price discovery instead of relying on management commentary around scarcity. The auction cleared ~15% above Nebius’ previous peak Blackwell pricing and ~20% above its existing pipeline as multiple buyers competed for limited GPU capacity. That effectively created a small spot market for AI compute and confirmed that immediate capacity is worth materially more than Nebius existing contracts suggest.

Shay Boloor

@StockSavvyShay

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

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.08.12 19:32

One of my favorite developments from $NBIS earnings was its first capacity auction because it gave us real price discovery instead of relying on management commentary around scarcity. The auction cleared ~15% above Nebius’ previous peak Blackwell pricing and ~20% above its existing pipeline as multiple buyers competed for limited GPU capacity. That effectively created a small spot market for AI compute and confirmed that immediate capacity is worth materially more than Nebius existing contracts suggest.