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Nebius

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    Reactie Reactie van: dd20251105
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    Audhumbla schreef op 5 november 2025 21:50:

    www.fierce-network.com/cloud/nebius-i...
    Thanks! Staan meerdere interessante dingen in.

    MSFT niet puur financieel, maar om potentiële klanten te laten zien dat ze prima in staat zijn de kwaliteit van Azure te evenaren.

    Dus waarom zou je als ai startup voor Microsoft kiezen? Je betaalt minimaal 3x zoveel voor dezelfde kwaliteit en hebt nog het risico dat ze er met je data vandoor gaan om met je te concurreren.

    “Asked if he could name any names Boroditsky said not yet but he expects some deal announcements will be forthcoming soon.”
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  8. LONDON, November 06, 2025--(BUSINESS WIRE)--MSCI Inc. announced the results of the November 2025 Index Review for the MSCI Equity Indexes. All changes will be implemented as of the close of November 24, 2025.

    Highlights include:

    MSCI Global Standard Indexes: Sixty-nine securities will be added to, and 64 securities will be deleted from, the MSCI ACWI Index. The three largest additions to the MSCI World Index measured by full company market capitalization will be CoreWeave A (USA), Nebius Group A (Netherlands) and Insmed (USA).
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    Opstapelen schreef op 6 november 2025 06:27:

    Morge
    Dat betekent in het kort dat er na 24 nov miljoenen aandelen moeten worden gekocht … en dat kan zomaar eens >10% van de float zijn.
    Prima dus
    Denk dat je daar iets te enthousiast bent. Maar negatief is het natuurlijk nooit. Maar miljoenen aandelen zal het helaas niet zijn. Succes
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  13. nebius.com/newsroom/nebius-ai-cloud-a...

    New facility featuring NVIDIA Blackwell Ultra GPUs and NVIDIA Quantum-X800 InfiniBand networking is one of the UK’s most advanced AI supercomputing platforms
    London, November 6, 2025 — Nebius (NASDAQ: NBIS) today unveiled its first deployment of NVIDIA Blackwell Ultra AI infrastructure in the UK, bringing the supercomputer power and hyperscaler simplicity of Nebius AI Cloud to UK customers from locally deployed specialized AI compute.

    Powered by NVIDIA Blackwell Ultra GPUs and NVIDIA Quantum-X800 InfiniBand networking, the deployment delivers unprecedented performance for generative AI and future foundation model development. It is the latest milestone in Nebius’s global build-out, following similar deployments of high-performance AI infrastructure across Europe, the US and Israel.

    The launch expands the UK’s domestic compute capacity, supporting the goals set out in the UK Government’s AI Opportunities Action Plan and enabling British businesses, researchers, and public services to build and deploy AI at scale.

    Arkady Volozh, founder and CEO of Nebius, said:

    “This launch is a milestone for Nebius and for the UK’s growing AI ecosystem. By combining our cloud infrastructure foundations with NVIDIA’s latest technology, we’re empowering organizations across the UK to train, deploy, and scale AI models and applications faster, more securely, and more sustainably than ever.”

    Anthony Hills, Director Enterprise Business, UK&I at NVIDIA, said:

    “The UK’s industrial future is being reshaped by AI. With Nebius deploying advanced AI infrastructures, built on the NVIDIA accelerated computing platform, we are helping to unlock the potential of British data to drive innovation, fuel economic growth, and strengthen national resilience.”

    Innovative companies will be able to tap Nebius’s UK capacity to develop new frontier models and AI solutions. Nebius supports builders across the entire UK AI ecosystem, from startups to enterprises and from academia to the NHS, and across key industries including healthcare and pharma, life sciences, fintech, robotics and physical AI.

    Among the first partners for the deployment is Basecamp Research, which uses AI to tackle unsolved frontier challenges in the life sciences industry.

    Basecamp Research co-founder Oliver Vince said:

    “Tackling unprecedented challenges like designing programmable medicines requires infrastructure that can handle massive proprietary datasets from across the globe while maintaining the speed and reliability to push scientific boundaries. Nebius’s infrastructure delivers the scale and performance we need; having it here in the UK means we keep greater control over our data and can compete at the cutting edge of AI-driven life sciences.”

    Prima Mente, an AI neuroscience company, uses Nebius infrastructure to develop models that enable potential new treatments for brain diseases including Alzheimer’s and Parkinson’s.

    Prima Mente founder and CEO Ravi Solanki said:

    “Training multi-billion parameter foundation models on biological data demands infrastructure that can scale rapidly without breaking our workflow. Nebius enables us to spin up dozens of experiments simultaneously, accelerating our mission to decode the mechanisms behind Alzheimer’s and Parkinson’s. Having this performance available locally means we can deliver better diagnostics for patients across the UK faster.”

    Located at a state-of-the-art facility in the London area, Nebius’s UK deployment integrates advanced energy-efficient cooling technologies, low-latency NVIDIA Quantum-X800 InfiniBand network connectivity, and resilient on-site power generation. It features NVIDIA Blackwell Ultra GPUs, delivering unprecedented performance for generative AI and future foundation model development. The collaboration between Nebius and NVIDIA allows for full integration with the NVIDIA AI Enterprise software suite to support enterprise-grade scalability and efficiency.

    Nebius AI Cloud 3.0 “Aether”, the latest evolution of Nebius’s platform, is designed to meet the demands of next-generation AI in contexts including healthcare, finance, life sciences, enterprise, and government. With enterprise-grade features including SOC2 Type II certification including HIPAA, end-to-end encryption and full compliance with GDPR and CCPA data protection standards, Aether gives organizations the trust, control, and simplicity they need to run their most critical AI workloads in production and at scale.

    A Reference Platform NVIDIA Cloud Partner (NCP), Nebius delivers AI-accelerated services built on the NCP reference architecture, as well as providing strategic value and regional impact through close collaboration with NVIDIA for enablement and support. Nebius is also among the first NCPs to achieve Exemplar Cloud for training workloads on NVIDIA Hopper GPUs, demonstrating workload performance to within 95% of NVIDIA’s reference architecture.
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    Jetje 0,01 schreef op 3 november 2025 22:16:

    Morgen hopelijk (ja hoop) een grote verrassing..... gewoon weer ff flink omhoog...
    Ik was gisteren even afwezig, maar flink omhoog is hij gegaan zeg... mooie dag en nu op naar meer!! Ik zie vele mooie berichten voor ons Nebius, dus nu kan het echt weer richting het noorden. Succes
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    JdH - Nebius $200 schreef op 4 november 2025 15:50:

    JUST IN: Anthropic is now projecting up to $70B in revenue by 2028, with $17B in cash flow.

    I'll say it again:

    Anthropic runs its observability data on ClickHouse, billed on a usage-based model.

    Long $NBIS.

    *Those projections are hard to believe, but either way, exponential growth in ClickHouse usage looks inevitable.

    x.com/mvcinvesting/status/19857190826...
    (Reuters) -Google is in early discussions to deepen its investment in Anthropic, the Business ?Insider reported on Wednesday, citing people familiar with the matter.

    The new round of funding could value Anthropic at more than $350 billion, the report ?said.
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  22. quote:

    Hogan schreef op 6 november 2025 07:53:

    [...]

    Denk dat je daar iets te enthousiast bent. Maar negatief is het natuurlijk nooit. Maar miljoenen aandelen zal het helaas niet zijn. Succes
    hoeveel funds volgen de msci? Is nogal populair
    Zullen er honderden zijn.
    Die moeten allemaal aandelen hebben voor hun ETF's
    Denk dat dit serieuze impact gaat hebben op de koers.
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    Opstapelen schreef op 6 november 2025 10:27:

    [...]

    hoeveel funds volgen de msci? Is nogal populair
    Zullen er honderden zijn.
    Die moeten allemaal aandelen hebben voor hun ETF's
    Denk dat dit serieuze impact gaat hebben op de koers.
    Veel pensioenfondsen zitten toch ook in de MSCI world index (ETF), dus die zullen het ook wel gaan kopen, wat leidt tot extra vraag en daarbij tot gevolg hebbende hogere koers; interessante ontwikkeling wel.
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  28. Er wordt een weging gemaakt op basis free float/ marktwaarde.
    Daar komt dan een percentage uit die wordt opgenomen in de ETF.
    Hoeveel shares dat zijn is niet te bepalen maar dat het aanzienlijk gaat zijn kan je wel nagaan.
    En die stukken moeten allemaal gekocht worden uit de markt
    Opening UK vind ik voor vandaag belangrijker.
    Dat is vanaf vandaag meer omzet. Volgens mij begonnen ze daar met 4k gpu

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