Coreweave, a competitor to NBIS, is mentioned as an example of a company that suffered a significant valuation pullback (40%) due to similar market dynamics.
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Nvidia’s Secret Stake Just Lit a Fire Under NBIS Stock! | NBIS Stock Analysis
Jul 22, 2026
This podcast episode analyzes Nebius Group (NBIS), a neo cloud provider specializing in AI infrastructure. The discussion highlights Nebius's extremely high net profit margin (93%) and rapid revenue growth (527.97%), questioning the sustainability and accounting behind these figures. The creators explore whether this represents a pioneering business model or an inflating bubble.
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Nvidia is highlighted as the 'kingmaker' in the AI supply chain, holding a 9.3% stake in NBIS and strategically supporting pure-play distributors to ensure a friendly environment for its hardware amidst legacy cloud providers developing their own silicon.
Nebius Group (NBIS) is analyzed for its exceptionally high net profit margin and revenue growth, raising questions about its financial sustainability and business model.
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