注册并分享邀请链接,可获得视频播放与邀请奖励。

Daniel Koss
@daniel_koss
AI infrastructure investor & trader. 2026 YTD: +248%.
加入 March 2013
375 正在关注    46.7K 粉丝
Can I speak for a majority of $NBIS investors real quick? Sorry to be that guy but aaaaaaactually 🤓 we did say the exact opposite! Data centers are insanely hard! Building compute at these scales is NOT a commodity. There are so many layers of complexity and so many skills that the best comapnies need to master. Financing is a tiny part, but you also need to understand hardware, software, cooling, construction, interconnectivity and an ever growing amount of very hard to find skills. I've often said that my view is that I do NOT think building data centers is a good business. I love $NBIS because they build the imho future leading AI Cloud the "AI native AWS" with everything that includes. They don't just build data centers, BUT that is a skill they have and are world-class at. We know they can do that especially well in partnership with $NVDA because for example for over a decade they were NVDIA's biggest customer outside of the US and China. The Nebius thesis is playing out almost perfectly. The ONE thing where me and many other bulls are a little disappointed is we would like to see more bundled products into the cloud offering that add a juicy margin. Data or software value add services ideally. Other than that we've been spoiled with the team executing insanely well on many fronts including creative financing and a new asset lite model and many other big bonuses! Too many things to mention. I would argue Nebius is the ONLY AI Cloud where you get world class management, execution, guidance you can trust and regular innovation on many fronts that is strongly diversified and clearly builds a monster business. I am NOT very bullish on pretty much all peers. It's quite annoying to me we Nebius bulls constantly have to justify shitty execution and bad things happening in AI infra by other companies. Nebius will 100% be able to buy cheap assets from stressed competitors when the moment is ideal. Mangement has told me that indirectly but multiple times. They like to hold their cards close but this is kinda obvious. At some point the financial gap will make it clear how you really can't compare $NBIS with $IREN and not even $CRWV. These companies are simply on different levels. Because Nebius started later and is still in hypergrowth this might not be obvious to all the people who for whatever reason are unable to look just ONE year ahead. But growth, execution, financials, benchmarks and PRODUCT reall paint a clear picture to me.
显示更多
remind me when all the tech ppl were like datacenters are going to go up everywhere and everyone will figure it out no problem b/c grooooooowth
0
42
573
33
转发到社区