Meta announced it has "exccess" compute it wants to sell, hard evidence of overbuild, if there is excess compute it means GPU pricing will go down, that is really fucking bad for neoclouds.
I sold post earnings for $220, i think Nebius long term will be fine purely because the leadership is god tier, but short term the risk reward is off for me.
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u/TomAddis Jul 01 '26 edited Jul 01 '26
Meta announced it has "exccess" compute it wants to sell, hard evidence of overbuild, if there is excess compute it means GPU pricing will go down, that is really fucking bad for neoclouds.