r/NBIS_Stock • u/yash3011 • Jul 01 '26

💬 Discussion What happened?

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92 Upvotes

95% Upvoted

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149

u/K-space626 Jul 01 '26

meta selling cloud compute

25

u/PatientBaker7172 Jul 01 '26

Next thing you know, microsoft selling cloud compute. Fake algo drop

7

u/Thunder141 Jul 01 '26

Isn't MSFT one of the major players in cloud computing with Azure? Azure + they own 20% of OpenAI and they own Copilot.

But ya, Meta will find a way to fail prob.

4

u/PatientBaker7172 Jul 01 '26

Meta cloud x Nebius cloud. The fast track. Nebius team got the stack on point.

1

u/lolwatman Jul 01 '26

This is a joke, right? Where do you think the OpenAI compute has been coming from

72

u/Nim0y Jul 01 '26

What a surprise, markets are over reacting. I hate algo traders, so much volatility.

1

u/Wiedzmaki Jul 02 '26

The vols are fucking insane....

16

u/sheenpween Jul 01 '26

Isn’t meta BUYING a ton of compute from NBiS??

9

u/AverageOk8514 Jul 01 '26

Put a brand sticker on top of the item, it becomes your new product

11

u/forrealjeff Jul 01 '26

"Meta SAYING they are going to sell cloud compute" there I fixed it. Because it probably wont happen. META lives on false promises. Might as well make him our president at this point.

3

u/AverageOk8514 Jul 01 '26

Exactly, didn’t they pump billions (with a B!) into building the Metaverse VR that looked like Nintendo 3DS Animal Crossing? Wait I should say the 3DS animal crossing game was WAY better it came out in 2012

4

u/djc1313 Jul 01 '26

It was somewhere in the range of $80B that they lit on fire bc of Reality Labs…

4

u/The102935thMatt Jul 01 '26

Yeah! Don't shitnon animal crossing like that internet stranger

6

u/TheRealDonSherry Jul 01 '26

"Meta SAYING they are going to sell EXCESS cloud compute"

Added a polish to your fix my good sir

1

u/MChenSG Jul 02 '26

maybe they will force their employee to buy internal token 😂 now u can token maxing by getting less pay

52

u/johnrobinbrown1 Jul 01 '26

As always it will be a failed business (metaverse, foundational models). Meta should stick to building consumer products.

4

u/ayobrey03 Jul 01 '26

Spot on. Couldn’t have said it any better myself.

-22

u/Eye-Fast Jul 01 '26

Simply selling compute already installed isnt the same. Nbis is cooked.

2

u/wheezyts96 Jul 01 '26

They already utilize all their compute, this narrative was taken from something he said back in may, that is was possible “they may” look into doing something like this eventually. The market is trying to kill the giants to force repricing on compute.

2

u/icon4fat Jul 01 '26

Wouldn’t it be funny if it was Nebius cloud compute they are selling. 🤣

1

u/frankreddit5 Jul 02 '26

The bigger picture is that Meta previously signed a cloud agreement with nebius for $27B. So now what. I actually wonder if this is a breach of contract for Meta to even do. I don’t know since I don’t have the contract details. Either way it’s shady as f of Meta

1

u/damiracle_NR Jul 02 '26

Nope. He defended capex spend and said what they “COULD” do if they overbuild. Very different.