I’ve been thinking about this report more from last month…
It’s probably extremely bullish for the Neocloud segment like $Nebius(NBIS.US) (and even $Coreweave(CRWV.US)) more than markets think.Because of the hyperscaler buildout delay spillover.And partly why $Meta Platforms(META.US) might have signed a $27B deal. Companies that already have secured capacity/component orders for their buildout are likely to be major winners as other competition stalls.Source: Serenity
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