Nebius Group Turns the Price Screw! For me, the AI Cloud Story is Now Even More Exciting!
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Nebius Group (NBIS) is one of the most exciting infrastructure bets in the AI boom for me. The company is a Neocloud provider and is building its platform for AI. Customers lease powerful GPU clusters, storage, network, and cloud services to train, optimize, and later execute models at scale. Nebius earns from computing power, the raw material that the AI world increasingly needs. In addition, there are managed services and the inference platform Token Factory. Price Increases Indicate Real Scarcity What stands out to me is the new pricing power....
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