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6 hours ago
Compute constrained.On reflection, the growth in Q2 hyperscaler cloud backlog is utterly ridiculous. And they'll only be…
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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