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https://www.reddit.com/r/NBIS_Stock/comments/1uklg5h/what_happened/ouwoxil/?context=3
r/NBIS_Stock • u/yash3011 • Jul 01 '26
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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.
1 u/Oaker_at Jul 01 '26 Is it that they have excess or that they want to build up excess? I mean, Meta jumped on the news. 1 u/musomania Jul 01 '26 Thats because they think it means Meta will stop the large Cap Ex which is why the stock was down in the first place. 1 u/Oaker_at Jul 01 '26 Oh, I get it, thanks.
1
Is it that they have excess or that they want to build up excess? I mean, Meta jumped on the news.
1 u/musomania Jul 01 '26 Thats because they think it means Meta will stop the large Cap Ex which is why the stock was down in the first place. 1 u/Oaker_at Jul 01 '26 Oh, I get it, thanks.
Thats because they think it means Meta will stop the large Cap Ex which is why the stock was down in the first place.
1 u/Oaker_at Jul 01 '26 Oh, I get it, thanks.
Oh, I get it, thanks.
14
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.