$NBIS is preparing for an AI Neocloud winter



It is quite interesting to hear $NBIS co founder Roman Chernin discuss this in his latest interview with Reuters.

“We should be ready for when the winter will come,” Chernin said, adding that Nebius would then act as a consolidator.

The idea is simple. By locking in long term revenue streams with highly solvent hyperscalers, $NBIS should be able to survive a bear market, while weaker neoclouds may go under as their cash flows are tied to unprofitable small AI startups.

After this potential winter, $NBIS could emerge as a consolidated category leader in the space.
post-image
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)