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I see the $17.4 to $19.4 billion Microsoft deal as a turning point for Nebius . As Nebius announced, Microsoft will source dedicated capacities from a new data center in the U.S. state of New Jersey later this year. Here, I recognize the potential of a classic David versus Goliath story: A small neocloud provider suddenly becomes a strategic partner of a tech giant. The fact that Microsoft is relying on external partners due to capacity shortages of NVIDIA GPUs plays perfectly into Nebius's hands. I find it particularly impressive that the company...
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