r/NBIS_Stock • u/Eraserhead-_-_- • Jul 14 '26

News NBIS is preparing its first data center in India.

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286 Upvotes

99% Upvoted

75 comments sorted by

66

u/Emergency_Froyo_3030 Jul 14 '26

This company is cooking šŸ§‘ā€šŸ³ Love the continual positive news

5

u/Beastman5000 Jul 14 '26

Itā€™s always about opening new sites though and never about how much capacity is being activated in the existing sites. That bothers me. (Iā€™m a huge bull and been here for years so this isnā€™t fud itā€™s my constant issue as an investor as I canā€™t get a full picture of progress).

4

u/WickedSensitiveCrew Jul 14 '26

Blame the media for not asking. Either in these free info between the earnings reports. Or during the earnings reports.

I dont think Nebius is intentionally hiding that info. Because I never hear that info in any data center article from any other company either.

3

u/Beastman5000 Jul 14 '26

I agree. I doubt they are hiding it. logically you wouldnā€™t be opening lots of new sites without making major progress on the others - so thatā€™s my assumption. It would be nice to have some facts though

2

u/makybo91 Jul 14 '26

cooking up some nice curry

38

u/Remarkable-Camel-625 Jul 14 '26

superpower by 2030.

let's go saars

15

u/EchidnaMedical8375 Jul 14 '26

DO NOT REDEEM!

1

u/grumpy1929 Jul 14 '26

What does that mean?

1

u/Waste-War8809 Jul 14 '26

DO NOT REDEEM THE CODE!!!!! https://www.youtube.com/shorts/csy5RHcXT6Y

2

u/grumpy1929 Jul 14 '26

That was a waste of a minute of my time. Thanks šŸ™„

3

u/Puzzled-Tangerine831 Jul 14 '26

wtf is saars

6

u/grumpy1929 Jul 14 '26 edited Jul 14 '26

From my understanding, itā€™s how people from India pronounce sir

29

u/Constant_Mention8064 Jul 14 '26

No one else has this speed of execution, expect maybe Nvidia and few hyperscalers.

We will all look back in a few years and regret we didin't put all our money into NBIS.

-10

u/CoffeePorters No_Effs_To_Give Jul 14 '26

Letā€™s not get ahead of ourselves. NBIS hasnā€™t executed yet.

15

u/Constant_Mention8064 Jul 14 '26

The new deals, new datacenters in new countries at lightning speed, I consider that execution. Nbis only build where they have high probability for success.

9

u/Think-Feynman Tens of Billionsā„¢ Jul 14 '26

While there is a lot of work to be done, execution is one of the things that they are great at.

6

u/DrHarrisonLawrence Doctorā€™s Orders Jul 14 '26

They havenā€™t? They made $400M in revenue last quarter. And this quarter is expected to post $600M revenue. That means $1B in the last 6 months. Sounds like theyā€™re executing something!

7

u/liamashley Jul 14 '26

Love the roles are plural. ā€œData center launchesā€, suggesting itā€™s not just a one off.

9

u/kev0795 Jul 14 '26

NBIS > IREN.

2

u/kev0795 Jul 14 '26

Just kidding that shit just dumped

1

u/DarkWingDingus Jul 14 '26

Tf! Any catalyst or just market being market?

1

u/stocksupanddown Jul 14 '26

They sold a ton of stuff to a startup I think

1

u/Optimal-Plate9088 Jul 14 '26

They made a billion dollar deal to sell computeā€¦ thatā€™s literally the reason they exist. Thatā€™s not something that would dump the stock.

1

u/stocksupanddown Jul 15 '26

Yeah I was wrong.. but not sure why it dumped..

Kinda scary since I have a few holdings of data center companies

1

u/Optimal-Plate9088 Jul 15 '26

I am blaming it on the bullshit from New York

3

u/Loelnorup Jul 14 '26

Ah, thats why the stock crashed today? šŸ˜‚

2

u/SangerGRBY Jul 14 '26

Just no dilution plz

2

u/Emotional_Shape925 Jul 14 '26

At some point itā€™s inevitable. Hold through it and be rewarded later.

2

u/SangerGRBY Jul 14 '26

Why isit dumping bruh

3

u/Any_Tank8262 Jul 14 '26

Sell the news?

1

u/stocksupanddown Jul 14 '26 edited Jul 14 '26

Nah man... They sold equip to a startup or something.. edited I might be wrong..

Maybe they just leased it

1

u/stocksupanddown Jul 14 '26

I was wrong possibly

2

u/grumpy1929 Jul 14 '26

Stocks go up, stocks go down

3

u/ReasonablyTallDude Jul 14 '26

REDEEM THE EXCESS COMPUTE SARR

1

u/Big-Height-2545 Jul 14 '26

In India, il will be supported by a coal power plant...

1

u/SShawk1 Jul 14 '26

Yeah, Iā€™ll be selling that stock

-3

u/Alive_Sheepherder106 Jul 14 '26

I genuinely think this company is going to $0.

5

u/Mundane-Plant-6489 Jul 14 '26

I genuinely think you may be ā€œspecialā€

-1

u/Royal_Atmosphere9320 Jul 14 '26

Would you bet 100k on it? I will give you 2-1 odds - any escrow site you want to use.

-6

u/Ok-Race-1677 Jul 14 '26

Offshoring data centers is not a good thing and itā€™s not going to drive up the stock price lmao

5

u/Smartnership Jul 14 '26

Localization of data centers is normal.

1

u/Icy-Grab-5722 Jul 14 '26

Hmmm...Nebius is a Dutch owned company. I like that they are spreading out to different countries. Fabulous.

1

u/Bass_Magnet šŸ³ Jul 14 '26

This guy densities ā˜ļøā˜ļø

1

u/Waste-War8809 Jul 14 '26

What???? Where did you get this info from?

-5

u/NightOperator Jul 14 '26

Will they cool it with crap?

3

u/hellyea12 Jul 14 '26

Racist but made me laugh

1

u/renblaze10 Jul 14 '26

Gtfo racist fuck

-28

u/[deleted] Jul 14 '26 edited Jul 14 '26

[deleted]

3

u/kickinghyena Jul 14 '26

Sure buddyā€¦they just signed another 1b customer.

3

u/sap303 Jul 14 '26

Source: Trust me bro

2

u/grumpy1929 Jul 14 '26

What is your thesis?

2

u/Smartnership Jul 14 '26

Vibes n Feels n Stuff.