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Nebius Group revealed customers paid 15% to 20% premiums above previous highs in an auction to secure guaranteed Nvidia Blackwell compute capacity, underscoring persistent AI supply shortages and unp…
Palo Alto CEO Arora warns neoclouds face a reckoning when GPU supply normalizes, threatening pricing power. However, he identifies Nebius Group as a durable 'neoscaler,' supported by massive contract…
Jim Chanos says Nvidia controls the 'neocloud' business model, with companies like CoreWeave dependent on its GPUs. This reinforces Nvidia's dominant market position, though it raises questions about…