▲ 67 r/NBIS_Stock
Jensen Huang says 1GW Factory now costs $100B
Jensen Huang's 1GW AI factory estimate just doubled - from ~$55B mid-2025 (with ~$35B to NVIDIA chips) to nearly $100B now.
u/fliberalsa — 16 hours ago
▲ 26 r/NBIS_Stock
Buy Signal
Those who saw nebius dropping from $140 to $70 and use X remember this guy 😂
u/fliberalsa — 3 days ago
▲ 38 r/NBIS_Stock
List of Goldman Sachs' PT Updates
| Date | Rating | Price target ($) |
|---|---|---|
| 14-Jul-2025 | Initiates, Buy | 68 |
| 17-Sep-2025 | Buy | 120 |
| 14-Nov-2025 | Buy | 155 |
| 16-Feb-2026 | Buy | 160 |
| 14-Apr-2026 | Buy | 205 |
| 10-Jun-2026 | Buy | 267 |
| 29-Jun-2026 | Buy | 286 |
u/fliberalsa — 6 days ago
▲ 97 r/NBIS_Stock
New Flagship Base in SF
CRO Mark Boroditsky just announced a new flagship base for Nebius in San Francisco.
u/fliberalsa — 8 days ago
▲ 73 r/NBIS_Stock
Nebius hires VP for the Middle East and Africa
Raja Agrawal was also the Head of Microsoft Azure in the Middle East and Africa.
u/fliberalsa — 10 days ago
▲ 70 r/NBIS_Stock
List of some of Clickhouse clients
- Microsoft
- Meta
- Anthropic
- OpenAi
- Tesla
- Visa
- Netflix
- Cisco
- Changan Ford
- Ebay
- Sony
- Spotify
- Polymarket
- Canva
- Lyft
- Cursor
- Block
- Cloudflare
- Fastly
- Avride
- IBM
- GitLab
- Deutsche Bank
- Vimeo
- Klaviyo
Source: https://clickhouse.com/blog?category=user-stories ; https://clickhouse.com/
u/fliberalsa — 10 days ago
▲ 94 r/NBIS_Stock
Nebius hires Field CTO for the Physical AI & Robotics Department
This team just keeps expanding and executing at an unprecedented level. World-class management!
u/fliberalsa — 18 days ago
▲ 144 r/NBIS_Stock
Nebius to announce news on a new creative source of capital soon
Nebius CCO Tom Blackwell announced on LinkedIn the following: “Attracting new and creative sources of highly efficient capital (news coming soon)"
In my view we should expect good news because an executive wouldn't hype up financing news just to drop a new ATM.
u/fliberalsa — 23 days ago
▲ 122 r/NBIS_Stock
Nebius Expects 2026 ARR Split 50/50 Between Hyperscalers and AI Cloud
The information was shared today by Daniel Koss on X and is based on his podcast interview with Nebius COO Tom Blackwell.
Over the past year, Koss has also conducted interviews with Nebius Co-Founder Roman Chernin and CRO Mark Boroditsky.
Source: https://x.com/daniel_koss/status/2065446503682826431?s=20
u/fliberalsa — 23 days ago
▲ 130 r/NBIS_Stock
Wells fargo expects Nebius to reach 7.5GW of active capacity by 2030
Wells Fargo expects Nebius to reach 7.5GW of active capacity by 2030, up from 0.17GW in Q4 2025.
The firm believes that Nebius will be the neocloud provider with the largest increase in active power during this period, with the exception of Nscale.
u/fliberalsa — 24 days ago
▲ 42 r/NBIS_Stock
Updated Analyst Price Targets Following Q1 Results
Consensus across these analysts: ~$247.5 (+15% upside)
Increase in average consensus PT following Q1: +31%
| Firm | PT before Q1 | PT after Q1 |
|---|---|---|
| Arete Research | $291 | $380 |
| Northland Securities | $232 | $248 |
| Citizens JMP | $175 | $270 |
| Goldman Sachs | $234 | $267 |
| Compass Point | $150 | $260 |
| D.A. Davidson | $200 | $250 |
| BWS Financial | $200 | - |
| Citigroup | $169 | $287 |
| Morgan Stanley | $126 | $144 |
| Bank of America | $205 | $240 |
| Cantor Fitzgerald | $126 | $222 |
| Freedom Capital Markets | $154 | $154 |
| Average | $188.5 | $247.5 |
u/fliberalsa — 25 days ago
▲ 21 r/wallstreetbets
Cooling is the second infrastructure bottleneck
As AI investment races toward an estimated $1 trillion annually for the foreseeable future, the industry faces a growing constraint in its ability to cool the massive infrastructure powering this expansion.
Mainstream chips are becoming much hotter after years of incremental increases in wattage. Suddenly, we're seeing a J-curve in terms of the heat these chips produce. With Rubin architecture coming as soon as H2 2026, power density will double compared to the previous generation.
Today's datacenters using the latest GPUs use single-phase direct-to-chip liquid cooling. However, as newer GPUs go past 200–300 kW per rack, single-phase starts running into physical limitations.
This means that the real challenge of the next decade remains unchanged: efficient heat dissipation at massive scale and doing it responsibly from an environmental standpoint. This is precisely where dual-phase direct-to-chip cooling comes in, because it can serve higher intensity GPUs, compared with single-phase.
How do both systems work?
- Single-phase liquid cooling: moves heat away by warming liquid;
- Dual-phase liquid cooling: removes heat by using the liquid-to-vapor transition as part of the cooling engine. Water can remain warmer than in single-phase.
Better economics
Cooling accounts for approximately 35%-40% of a data center's total energy consumption, or 1.2% of total US energy consumption. Reducing this spending is critical for every hyperscaler and neocloud. Dual-phase cooling reduces the CapEx required for chillers by reducing the number of chillers, significantly lowering annual OpEx, because all the racks in the data centers can operate with warmer water temperatures.
Lower insurance costs
Current data centers that use single-phase cooling face leak risk. However, with two-phase cooling, which uses specialized, non-conductive (dielectric) fluids, it significantly reduces the risk of equipment damage from leaks.
The question I leave is: Who is better positioned to capture the two-phase liquid cooling market and force hyperscalers to adopt it and include it in AMD and Nvidia GPUs reference architectures?
u/fliberalsa — 1 month ago
▲ 115 r/NBIS_Stock
Arete Research raised its Price Target on $NBIS from $291 to $380 and keeps a Buy
Current analyst price targets and upgrades after Q1:
Arete Research: $291 -> $380 (UPDATED)
Northland Securities: $232 -> $248 (UPDATED)
Citizens JMP: $175 -> $270 (UPDATED)
Goldman Sachs: $205 (REITERATED)
Compass Point: $150 -> $260 (UPDATED)
D.A. Davidson: $200 -> $250 (UPDATED)
BWS Financial: $200
Citigroup: $169 -> $287 (UPDATED)
Morgan Stanley: $126 -> $144 (UPDATED)
Bank of America: $205 -> $240 (UPDATED)
Cantor Fitzgerald: $126 -> $222 (UPDATED)
Freedom Capital Markets: $154
Consensus across these analysts: ~$238 (+3.5% upside)
Consensus across the analysts who upgraded/reiterated: ~$251 (+9% upside)
u/fliberalsa — 1 month ago
▲ 110 r/NBIS_Stock
Leopold Aschenbrenner owns 12.41M shares of $NBIS
Former OpenAI researcher and AI investor Leopold Aschenbrenner’s hedge fund, Situational Awareness LP, disclosed beneficial ownership of 12.41M Class A shares of Nebius ($NBIS), representing a 5.6% stake.
This makes Situational Awareness fund the second biggest shareholder, behind Arkady.
Aschenbrenner is best known for his viral “Situational Awareness” essay on AGI and AI infrastructure investing. He is also engaged to Avital Balwit, chief of staff to Anthropic CEO Dario Amodei.
People are now speculating that Antrophic and Nebius will announce a deal, following the Antrophic-SpaceX deal, Nvidia CEO comments and today’s news regarding the stake.
$NBIS is up 12% in after-hours trading following the disclosure.
u/fliberalsa — 1 month ago
▲ 103 r/NBIS_Stock
Nebius to open new data center in Harlow, Essex UK
Nebius just announced a new data center in Harlow, Essex UK and is now hiring.
u/fliberalsa — 1 month ago