NBIS 全部观点

Coreweave, I ran, Nabias are just getting started.

So, to me, if we are going to be in a supply constrained space, anybody who has active compute that they can sell is going to be able to sell it either at a great price, to be able to sell it in no time. So, I still truly believe that companies like Coreweave, like I ran, like Nabias, even though I don't own that, are just getting started in this AI story. And it's going to get a lot crazier next year.

And again, and you get those non-refundable deposits that companies like a Sandis keeps. You know, Sandis got a lot of upfront capital by the way for and this happens with a lot of the hypers scale the neoclouds as well you know whether it's um an NBIS or whatever they get a lot of upfront money so they could sort of keep investing in the infrastructure and people see that upfront money and and think oh my gosh this company has so much cash flow but forget that that's actually a prepayment for contracts years out they get cancelled you're not getting those extra deposits again so that does create a potential downside when those cancellations come.