$NBIS is a future hyperscaler and a current neoscaler
Joined July 2026
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$NBIS Spot pricing seems to have switched regions now. ME-West1 (Israel) now showing $10.70/hr for B200s. Not B300s but B200s ‼️Nebius really making bank across regions.
$NBIS NASDAQ shows some crazy moves up and down intraday. There must be some liquidation or some other weird market mechanism going on.
Mathias e/acc retweeted
BREAKING: President Trump says he will “work with” states who “want to become rich” from AI.
Mathias e/acc retweeted
BIG NEWS out of Alabama:
A new $33.1 BILLION data center campus is projected to generate:
- $1.6 BILLION for local public schools
- 1,000+ construction jobs
- 225+ permanent jobs
- $2.8 BILLION in local tax revenue
And a commitment to protect existing electricity customers.
Mathias e/acc retweeted
That’s 16% ***LOWER***
"data centers [are projected to] drive residential electricity rates in Entergy Mississippi’s service territory 16% lower in 2030 than they would have been without data center growth." mississippitoday.org/2026/11…
Up to 4.93× faster RL training, same GPUs.
Our auto-tuner follows the bottleneck as it moves through trainer, inference, and sandboxes, and keeps only what passes speed and numerics checks.
Huge work by @MingyeGao 👏
Mathias e/acc retweeted
Up to 4.93× faster RL training, same GPUs.
Our auto-tuner follows the bottleneck as it moves through trainer, inference, and sandboxes, and keeps only what passes speed and numerics checks.
Huge work by @MingyeGao 👏
$NBIS $IREN Oh, here is another narrative. Of course, because it sounds good and comes from a company building data centres, it must be untrue 🤦🏼♂️
"data centers [are projected to] drive residential electricity rates in Entergy Mississippi’s service territory 16% lower in 2030 than they would have been without data center growth." mississippitoday.org/2026/11…
Mathias e/acc retweeted
$NBIS min/maxxes the heck out of its GPU fleet, squeezing every last drop of margin.
Idle compute is a massive opportunity cost. Every minute a GPU sits idle is revenue you'll never get back.
Here's why the Inferize acquisition is so important to $NBIS spot marketplace
Every time a GPU changes hands, the next workload has to initialize the inference runtime, load model weights into HBM, and warm up the model before serving requests.
Inferize attacks this cold-start latency, reducing idle time between workloads and allowing Nebius to extract more billable compute hours from the exact same hardware.
Some hypothetical math below, using Inferize's own inputs from a fleet of 100K H100s (not even current gen silicon btw)
$NBIS EU-West2 paying a whopping $13.10/hr in spot price today. This is the highest I have seen so far 🤯🤯
Mathias e/acc retweeted
I think this is the time for AI companies to appoint representatives on X.
To directly combat misleading AI narratives affecting ecosystem valuations and their financing ability.
The financial incentives to amplify overblown fears are enormous.
Both from well-capitalized executives who benefit from smaller competitors collapsing.
And from firms aiming to profit off deleveraging the AI trade.
It shouldn’t take quarterly earnings to finally push back against false rumors of oversupply or buildout delays.
