NBIS: A Vertically Integrated AI Infrastructure Powerhouse
Key Takeaways AI infrastructure spending has reached unprecedented heights and is growing.Spending will only grow further as agentic and physical AI take form.Nebius will be a prime beneficiary of the AI boom.The Unprecedented AI BuildoutDespite bubble fears, funding worries, and return-on-investment concerns, among Wall Street, America’s leading tech companies are laser focused on once mission: date centers and compute on a massive scale. Hyperscalers, or massive cloud service providers that offer enterpri ...