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Neoclouds

Premium: Nebius's narrative

A walk through their quarterly reports.

AI/ML NBIS CRWV IREN MSFT META NVDA
  • muji

    muji

    Technologist, software developer, and investor.

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muji

7 Jan 2026 • 21 min read

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Neoclouds

Premium: Nebius's financing and cloud stack

How Nebius finances its buildouts, and a detailed look at its cloud stack.

AI/ML NBIS CRWV IREN Hyperscalers AMZN MSFT GOOG META NVDA AMD NET Databricks
  • muji
    muji
muji 6 Jan 2026 • 42 min read
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