$NBIS Nebius Group Tape Reports
Per Ticker.id: $NBIS Nebius Group Tape Reports — 7 podcast mentions across 5 podcasts (30 days), latest 2026-08-12 20:50 UTC.
100%. You know, I think, you know, the, the framework that Nvidia has put in place is really to create a multi-trillion-dollar asset class in financing accelerators, in particular Nvidia's GPUs. So that's point one. Point two, you know, Google and Amazon are building their own silicon. So it makes sense for NVIDIA to try to enable their competitors, the neo clouds like CoreWeave, Nebius, etc. And those are players that prefer to use NVIDIA's full-stack solutions. So I do think that, you know, this new type of security is is good for infrastructure. It's good for the sustainability of spending. But the final note I would say is we're still compute constrained and the biggest bottleneck remains TSMC. And so whoever has wafers from TSMC will dominate kind of market share in the semiconductor world, you know, not memory, but in the logic side. And that is where Nvidia such a strong relationship with TSMC, where we continue to think that, you know, they'll be a winner as well. So when I look at, you know, sort of the carnage in semiconductor stocks that occurred from June 22nd peak to, to now finally recovering in the last 2 weeks, memory and compute are the most interesting areas from a relative valuation perspective. And I would put Micron, SanDisk, you know, Nvidia at the top of the list.
Speaker D — Squawk on the Street · 11AM Hour: Disney CEO Josh D'Amaro, Apple's New Texas Facility & Prediction Market Headwinds Grow 8/14/26 · 2026-08-14These are earnings that are really capturing the, the NeoCloud paradox that we're seeing. There's massive top line growth, but we're seeing really heavy infrastructure spending that's weighing down the bottom line. So CoreWeave's revenue was up 112% year over year. You know, they're operating at a net loss, but demand is there. I mean, they're holding about $104 billion revenue backlog. That's actually excluding an extra $25 billion that CoreWeave secured early in Q3. That's, you know, anchored by deals like their ongoing deal with Meta. But CoreWeave paid about $640 million in quarterly net interest expenses on its debt pile in this 3-month period just ended. They actually raised their full-year CapEx expenditure outlook up to almost $40 billion on the top end. Going over to Nebius, we're sort of seeing more of the same. I mean, their revenue was up, I think it was 454% year over year. They're saying that 70% of their deals, Nebius, in Q2 included upfront customer prepayments. So the NeoCloud business model is somewhat evolving from this, you know, multi-month model trending to higher margin usage-based inference workloads. Another thing that also stuck out, I mean, CoolReef said they're signing NVIDIA A100 contracts extending out into 2029. So that's ensuring that a 2020 generation chip can generate returns nearly a decade after launch. Bottom line for me that I'm seeing, you know, customers aren't just paying for the chip generation, they're paying a premium for the active cooled, fully powdered data center capacity. And this is in a time where power grids are severely constrained. And you've got companies like Nebius that are experimenting with deploying AI cloud software directly in their clients' own data centers. This could be really key to their growth long term. Some of the funding mechanisms behind the data center buildouts, which I'm sure we'll talk about in a bit, I still find a bit concerning.
Tyler Crowe — Motley Fool Hidden Gems Investing · Neoclouds Shine · 2026-08-12I mean, I think that's the hope. The demand is certainly there. I think if anything, the bottlenecks are how much can construction can keep up with the demand that a lot of these hyperscalers need and are seeing. And I mean, I mentioned a little bit about the funding mechanism for some of this earlier. I mean, we're seeing this kind of turn into a mega trend. You know, you've got the likes of NVIDIA, for example, they're partnering with the institutional titans like BlackRock, KKR, Apollo to unlock hundreds of billions of dollars in third-party capital to build data centers. And I think there's sort of this push to legitimize AI infrastructure as its own, maybe something like an institutional asset class that really, really feeds into whether or not we continue to see this capacity go online. I think when you look at stocks like CoreWeave, you look at stocks like Nebius Group, these are businesses that are responding to real demand and a true buildout that I think will be a multi-year one. But I think if you look at the valuations for these companies, I don't think it's reasonable given if you look at their bottom line, which in some cases is, you know, nonexistent, the hoped-for cash flows, margins. These are the areas that concern me looking ahead. Obviously the revenue is important. The revenue backlogs are solid, but I would be very, very careful approaching investments in these businesses without understanding where some of these underlying funding mechanisms come into play for their business models.
Tyler Crowe — Motley Fool Hidden Gems Investing · Neoclouds Shine · 2026-08-12So, you know, we look at the space from the perspective perspective of people start with CoreWeave and then they go and find— if we have no infrastructure, they go and find what else is available. You know, Nebius is having a, you know, a great run. The other providers are having success. But that is a reflection and affirmation of the demand. I believe that our clients prefer to have us over any.
Mike Intrader — Squawk on the Street · 9am Hour: CoreWeave CEO Mike Intrator, July CPI Report, SpaceX’s AI Outlook 8/12/26 · 2026-08-12