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from24/7 Wall St.
1 week ago

Did Nvidia's CEO Just Deliver the Ultimate Buy Signal for Nebius?

Nvidia's H200 chips, for instance, have seen Chinese firms place orders for over 2 million units for 2026, exceeding the company's current stock of 700,000. This shortage stems from explosive demand for AI training and inference, which is outpacing production increases at foundries like Taiwan Semiconductor Manufacturing ( ). As a result, providers are negotiating additional output, with work set to begin in the second quarter of 2026.
Artificial intelligence
Artificial intelligence
from24/7 Wall St.
1 month ago

Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks

Nebius Group, IREN, and CoreWeave stand to gain massive revenue and stock appreciation from surging AI compute demand and infrastructure buildouts.
from24/7 Wall St.
2 months ago

The $2 Billion Debt Bomb That Torched IREN, Nebius, and Cipher -- Is The Sector Toast?

Few sectors this year have delivered the kind of explosive gains seen in artificial intelligence (AI)-focused data center operators. IREN ( NASDAQ:IREN ) is a former Bitcoin miner turned renewable-powered AI cloud provider and surged more than 400% year-to-date at its peak. Nebius Group ( NASDAQ:NBIS ) - the rebranded AI infrastructure arm of what was once Russian search giant Yandex - climbed over 500% from its spring lows as it secured massive GPU deals.
Business
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