OpenAI
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P
Aug 3 at 10:36 PM
Compute constrained.
On reflection, the growth in Q2 hyperscaler cloud backlog is utterly ridiculous. And they'll only be more ridiculous in Q3.Ofc, it's extremely bullish for $Nebius(NBIS.US)'s hyperscaler book. $Coreweave(CRWV.US) too, albeit to a lesser extent since they're lab-heavy with OpenAI commitments.Fun times ahead with Nebius Q2 earnings next week.
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