$NBIS

NBIS与Palantir的合作是积极催化剂,契合NBIS的企业级业务重点,并有望提升算力。

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AI Stocks Just Got Major Catalysts — The Boom Is Accelerating!!
Jose Najarro Stocks发布 2026-09-08 · 2 段内容
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2 段内容

我们还看到“Nebulas”上涨了约7%。

We also saw "Nebulas" rise by about 7%.

现在,让我们来看看Nepos,好吗?Nepos今天表现很好,上涨了7.7%。他们宣布了与Palantir的合作,不是吗?我认为这真的很棒。今天宣布了一项战略合作,为Palantir的商业客户提供AI原生的计算基础设施和云原生平台。

记住,Nepos是那些真正专注于企业领域的公司之一,对吧?机构领域的参与者。这次合作对Nepos来说非常合理,不是吗?因为那是他们的主要市场,Palantir专注于企业公司,以提供这些AI解决方案。

现在,Palantir已将Nebus指定为其主权AI架构的首选合作伙伴,并将在Palantir企业外围内整合Nebus的计算和推理点。这非常合理。我觉得有趣的是,两家公司将合作加速部署新的计算能力,以服务Palantir客户,包括在已有电力的地点部署模块化数据中心。

我期待看到更多相关信息。这是否会导致Nepos计算能力的提升?记住,由于Nepos关注的市场不同,它目前并不需要其他公司所需的那种高性能能源。嗯,那听起来很棒。我认为这对Palantir来说是非常好的消息,对Nepos来说也是很好的消息。

Now, let's move on to Nepos, okay? Nepos had a great day, rising by 7.7%. They announced a partnership with Palantir, didn't they? I think this is really great. A strategic partnership was announced today to provide AI-native computing infrastructure and a cloud-native platform for Palantir's commercial customers. Now, remember that Nepos is one of those companies that really focuses on the enterprise sector, right? Players in the institutional sector. This partnership makes perfect sense for Nepos, doesn't it? Because that is their primary market, Palantir focuses on enterprise companies to deliver these AI solutions. Now, Palantir has designated Nebus as its preferred partner for sovereign AI architecture, and will be incorporating Nebus's computing and inference points within the Palantir Enterprise Periphery. That makes perfect sense. What I found interesting is that the two companies will work together to accelerate the deployment of new computing capabilities to serve Palantir customers, including by deploying modular data centers in locations where power is already available. I'm eager to see more about this. Will this lead to an increase in the computing power of Nepos? Remember, Nepos does not currently need the kind of high-performance energy that other companies need because of the different markets it focuses on. Well, that sounds pretty great. I think this was really great news for Palantir, and very good news for Nepos.

他说在等什么

合作后计算能力/容量的提升
积极的增长或扩张公告
未来更新公司公告/财报电话会议
若容量扩张则支持看涨论点;若无实际基础设施增长则削弱

这个频道对 $NBIS 的历次判断

Jose Najarro Stocks 在这只股票上共 2 条判断,这里只列相邻的几条。

2026-09-08看涨本条
我们还看到“Nebulas”上涨了约7%。
2026-08-26看涨
Coreweave、I ran、Nabias才刚刚开始。
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