Shay Boloor(@StockSavvyShay):$NVDA CTO Michael Kagan just spotlighted $NBIS for 15 minute node repair, early GB300 access and its move toward Vera Rubin calling what Nebius has built “worth paying attention to.” Nebius also buys full Nvidia stack while hyperscalers keep pushing their own chips making neoclouds a really important customer base for Nvidia. Kagan also highlighted its “genuine bet on serverless inference” as Nebius moves beyond GPU rental toward a stickier platform with more software value.

Shay Boloor

@StockSavvyShay

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

参加 February 2019

334 フォロー中 459.3K ファン

Shay Boloor@StockSavvyShay

2026.10.07 14:54

$NVDA CTO Michael Kagan just spotlighted $NBIS for 15 minute node repair, early GB300 access and its move toward Vera Rubin calling what Nebius has built “worth paying attention to.” Nebius also buys full Nvidia stack while hyperscalers keep pushing their own chips making neoclouds a really important customer base for Nvidia. Kagan also highlighted its “genuine bet on serverless inference” as Nebius moves beyond GPU rental toward a stickier platform with more software value.