Shay Boloor(@StockSavvyShay):$NBIS may be the biggest beneficiary of $GOOGL capacity shortage because the company still needs third party compute even after doubling quarterly capex. That shortage is exactly what Nebius is built to solve by offering immediately available full stack AI infrastructure to customers that cannot wait years for new data centers. The demand is already visible with management saying at least four customers are competing for every GPU it brings online while deals with $MSFT an $META validate the platform.

2026.07.23 23:29

$NBIS may be the biggest beneficiary of $GOOGL capacity shortage because the company still needs third party compute even after doubling quarterly capex. That shortage is exactly what Nebius is built to solve by offering immediately available full stack AI infrastructure to customers that cannot wait years for new data centers. The demand is already visible with management saying at least four customers are competing for every GPU it brings online while deals with $MSFT an $META validate the platform.