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from24/7 Wall St.
1 week ago

Did Nvidia's CEO Just Deliver the Ultimate Buy Signal for Nebius?

Nvidia's H200 chips, for instance, have seen Chinese firms place orders for over 2 million units for 2026, exceeding the company's current stock of 700,000. This shortage stems from explosive demand for AI training and inference, which is outpacing production increases at foundries like Taiwan Semiconductor Manufacturing ( ). As a result, providers are negotiating additional output, with work set to begin in the second quarter of 2026.
Artificial intelligence
#ai-infrastructure
from24/7 Wall St.
3 months ago
Artificial intelligence

Nebius Group (NBIS) Stock is Up 335% This Year. This Is How Much Upside Bulls See The Stock Going

from24/7 Wall St.
3 months ago
Artificial intelligence

Nebius Group (NBIS) Stock is Up 335% This Year. This Is How Much Upside Bulls See The Stock Going

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Artificial intelligence
from24/7 Wall St.
2 months ago

AI's Bright Line Bottlenecks: 3 Stocks Poised to Break Through to Massive Growth

Affordable, reliable energy and efficient data-center infrastructure are the primary bottlenecks for AI compute deployment, creating opportunities for integrated providers.
Business
from24/7 Wall St.
2 months ago

Suddenly, Traders Love Nebius Group (NBIS) Stock

Nebius sentiment flipped from moderately bearish (41/100) to extremely bullish (87/100) as traders treat recent weakness as a buying opportunity after a 300% YTD rally.
Artificial intelligence
fromTheregister
4 months ago

Microsoft inks near $20B deal with company of ex-Yandex exec

Microsoft agreed to purchase up to $19.4 billion of GPU capacity from Nebius Group over five years, delivered from a Vineland, New Jersey datacenter.
from24/7 Wall St.
5 months ago

Is This AI Stock Growing 10x the Most Undervalued AI Stock (No, It's Not Nvidia)?

Nebius Group expects an ARR of up to $1.1 billion for 2024, showcasing remarkable growth from $117.5 million previously, indicating its significant potential in the AI sector.
Artificial intelligence
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