$NVIDIA(NVDA)$
He basically pointed out how $NEBIUS(NBIS)$ rebuilt for the AI era and scaled from a single data center to gigawatt-level AI factories in just about 2 years.
That's not something you casually ignore when it comes from Nvidia's CEO.
What stood out to me is the shift in framing from "tokenmaxxing" to "valuemaxxing," essentially building infrastructure where the actual AI demand is landing.
It feels more like early validation, not just hype.
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