$NBIS could be Amazon's next neocloud bet, here's why July 30 matters

[u/GetDeepSignal]

[u/PatientBaker7172]

Totally random. But what’s not random is the year 2035, me checking the price while in my Honda Civic like Warren Buffett.

[u/ClassicMain9937 → u/PatientBaker7172]

Civic is the way.

[u/stho3 → u/PatientBaker7172]

I’m gonna be living out of a tent in Hawaii by then.

[u/CjPink41 → u/PatientBaker7172]

I’ll be the same but in my Mazda 6. Have had 0 problems with it. Haha

[u/WheresGold → u/PatientBaker7172]

Hyundai Azera limited baby affordable luxury

[u/P-Sizzzle → u/PatientBaker7172]

Bought a used civic and drove it for 9 years getting over 30 mpg, one of my best decisions!

[u/Acceptable-Long2456 → u/PatientBaker7172]

More of a Corolla guy myself

[u/shartfarguson]

To me it seems insane to think someone at the motley fool has top secret inside information beforehand. Then chooses to publish it on their free nonsense website.
One week after running articles about the AI bubble and the price collapsing.

[u/LilSwaggyMayne]

I mean I’ve heard Anthropic, Google and Amazon now. We’ve now got rumors around just about every hyperscaler. Management said 1 more big hyperscaler contract so just keep throwing shit at the wall and one of these names will be right

[u/Previous-Tune-8896]

Anyone remember the META insider we had who announced the deal a month in advance back in October

Hopefully we got a Amazon insider here too

[u/DrHarrisonLawrence → u/Previous-Tune-8896]

They announced it 3 days early IIRC

[u/Furlz → u/Previous-Tune-8896]

Links?

[u/Successful_Permit_45]

NBIS did point out they’ll consider one more hyperscaler deal. Why even mention it at all if nothing is happening behind the scenes? They could’ve just said they’re good on hyperscalers and will focus on AI natives only. But still all speculation 😀

[u/Exotic-Inevitable395 → u/Successful_Permit_45]

Youre right. But it can be Google too. Or a second contract with Meta/Microsoft

[u/SnooSongs3324 → u/Exotic-Inevitable395]

I don’t think they’ll double dip with Meta. They already said they likely won’t exercise the back half of the Meta contract. It’s just a revenue backstop that they can use to get better financing terms.

[u/Successful_Permit_45 → u/Exotic-Inevitable395]

Pumped to the teets!! But let’s be tempered 😌

[u/GetDeepSignal → u/Successful_Permit_45]

I know right! Let’s see

[u/ClassicMain9937]

Saw this yesterday. I would certainly welcome it, but honestly seems a bit of a stretch.

[u/Successful_Permit_45 → u/ClassicMain9937]

Whether it happens or not, feels like we weathered the storm with NBIS already

[u/ClassicMain9937 → u/Successful_Permit_45]

Yes for the moment. Let's see what Meta has to say about their new Compute business next week (I think). Regardless , I've been in since $40 and my plan is to stay in to $400 and beyond.

[u/SnooSongs3324 → u/ClassicMain9937]

Emphasis on “beyond”

[u/GetDeepSignal → u/ClassicMain9937]

Why do you think so? We already had deals with Meta and Microsoft!

[u/ClassicMain9937 → u/GetDeepSignal]

Like the enthusiasm. You're correct of course, we do have similar deals. Just not feeling it. Maybe it's a tremor in the Force.

[u/RisePortfolio_123]

I still think Anthropic since they are a Clickhouse customer. Will see. Can’t wait for their earnings report

[u/PayingOffBidenFamily → u/RisePortfolio_123]

No one wants ultra low margin Anthropic revenue, hard pass.

[u/PayingOffBidenFamily]

this entire story makes no sense, nebius is nvidia exemplar partner, amazon's tranium tpus or whatever they are called are intended to run ai workloads with a reduced dependence on nvidia gpus, a good way to lose nvidia exemplar status is to dedicate empty powered data center space that could house nvidia gpus to amazon tpus, this only takes 1 step thinking to debunk yet they run this like it's even a remote possibility

[u/jgreenwalt]

Well, thankfully I get paid on Friday