Nebius Likely Hit Peak GPU Capacity (Rating Downgrade)

Group 1 - Nebius, a data center player, reported strong Q2 earnings, marking a successful transformation into a GPU-as-a-Service vendor [1] - The company's journey over the past year has been significant, highlighting its growth and adaptation in the technology sector [1] Group 2 - The focus on GPU-as-a-Service indicates a strategic shift towards high-demand technology services, particularly in the cloud computing space [1]