Right. Nebius Group (NBIS 2.04%). Honestly, I almost didn’t bother. Another AI infrastructure play? Groundbreaking. But then I looked at the numbers, and…well, let’s just say my skepticism is temporarily suspended. They’re scaling at a pace that’s either genuinely historic or about to result in a very expensive pile of servers. Either way, it’s interesting. Apparently, hyperscalers and start-ups are throwing money at them, which, you know, is a good sign. I mean, it’s not my money, thankfully.
They’ve got early access to the next generation of hardware, which sounds impressively futuristic, and billions in contracted revenue. Billions. It’s a lot of zeroes. The whole thing feels a bit… precarious, doesn’t it? Like a beautifully constructed house of cards. But a house of cards with a lot of venture capital behind it. I checked the market prices on January 19, 2026, just so I could feel slightly more responsible about this whole endeavor. This was published on January 22, 2026, so don’t blame me if it’s all gone to pot by the time you read this.
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2026-01-23 16:03