$NBIS still the best in the business 🚀
“What Nebius has built on that foundation is worth paying attention to.
Extreme resiliency. Automatic node repair in 15 minutes with workloads unaffected. First in Europe with GB300 NVL72 running. Among the first with B300s on XDR InfiniBand. And they're bringing that same early-access approach to Vera Rubin.On top of that, a genuine bet on serverless inference. Guaranteed uptime, speculative decoding, usage-based pricing. Infrastructure thats built for the workload, not adapted to it.”
- $NVDA CTO Michael Kagan
$IREN $CRWV
Share linkedin.com/posts/mikagan_l…
🚨 $NBIS M&A WATCH
Nebius is reportedly hunting for an Israeli startup in the $100–150M range.
Two names fit the puzzle unusually well:
🔹Volumez🔹
AI-native data infrastructure built to keep GPUs fed with data across training, inference and agentic workloads.
GPU compute
↓
High-performance data plane
↓
Training / inference
↓
Agents
That would push $NBIS another step closer to owning the ENTIRE AI infrastructure stack.
🔹Matia🔹
An AI-native enterprise data platform covering ingestion, transformation, observability and data management.
This may be an even more important missing piece.
Tavily = external knowledge
AI21 = agents
Eigen = inference optimization
Nebius = compute
Matia could become the enterprise data layer connecting everything together.
Both companies appear to sit surprisingly close to the reported acquisition valuation.
Arkady isn’t building another GPU rental company. He’s assembling a vertically integrated AI cloud.
If either name gets announced, the strategy becomes extremely obvious.
$CRWV $IREN
Source:
🚨 $NBIS is reportedly eyeing another acquisition.
Calcalist, Israel’s leading financial newspaper, reports that Nebius is exploring the acquisition of an Israeli company in a deal valued at $100M-$150M.
No other details were disclosed.
Another convoy is on the move.
BlueBirds 14, 15, and 16 have left our Texas facility and are on the road to Cape Canaveral.
Next stop: orbit. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
The largest commercial communications arrays ever deployed in low Earth orbit. A scalable platform to deliver space-based cellular broadband connectivity directly to standard phones, support secure government applications, and deliver a new third layer of connectivity.
In Midland, Texas, production continues to advance through BlueBird 50, with more than 20 spacecraft structures now being integrated as part of our assembly process.
One constellation. Connectivity. Resilience. Security. Built in Texas. 🇺🇸🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
$ASTS a BIG acquisition/stake/partnership incoming 🚨
Could it be $FLY
A strategic investment into Firefly Aerospace could help AST with launches.
They are both based out of Texas.
nitter.gq/spacanpanman/status/21…
$ASTS: Today’s 8K disclosed the adoption of a Change of Control Severance Policy for senior execs with double triggers. As a former M&A banker, this is very interesting timing and has potential implications of what might be going on in the background. I’ll try to do a space later to discuss.
Abel is not a seller, but the strategic importance and value of AST SpaceMobile grows by the day to many parties.
If you’re short, don’t be so dumb to find out.
Defense stocks may be setting up for a massive October. 🚨
$XAR: Aerospace and Defense ETF
14/14 years → September low followed by an October peak
Avg trough-to-peak move: ~+10%
Now $XAR is rejecting the lows while AeroVironment and Aevex are showing strength.
Top picks: $AVEX $AVAV
Watching $ONDS $RCAT $KRKNF
#defense #autonomy #defensetech
$NBIS keeps working on efficiency 🚀
And $IREN guys are throwing @SemiAnalysis_ under the bus.
When was the last time @IREN_Ltd worked towards making their layers better and published results?
New benchmark results from @weka and Nebius show the impact of shared KV caching on sustained agentic inference.
Running on @nvidia HGX B300 instances in Nebius AI Cloud, WEKA’s Augmented Memory Grid served 2.4× more requests than HBM-only while keeping median time to first token near one second.
Worth a read for anyone working through the infrastructure demands of long-context agents: nebius.com/blog/posts/nebius…
If $IREN can pay for Sports Jersey, All-in Podcasts, Billboards, Mike Alfred etc.
You really think they won’t pay @SemiAnalysis_ to rank them 🤣
$NBIS was always the clear winner.
$CRWV was just early.
Stop taking these worthless takes seriously!
Issues with ClusterMax 3.0
1. $ORCL had a huge security breach today (1) and is somehow ranked above AWS and Azure.
2. Firmus AI has a grand total 32 racks / 256 GPU H200s (2) generating 32m ARR and is a better AI cloud than AWS.
3. Cursor’s Composer Model was trained on FireworksAI (3), ChatGPT was trained on Azure, and Claude trained on AWS. None of these are apparently top AI Clouds. None of the top AI models are from “top AI clouds”. Hmm…
ClusterMax is clearly pay to rank ad.
(1) nitter.gq/rdd147/status/21026490…
(2) firmus.co/newsroom/ai-singap… - site taken down but you can get the archived info from ChatGPT
(3) cursor.com/blog/composer-2-t… (list FireworksAI and Colfax as collaborators)
$NBIS
Avride is now averaging ~6,000 deliveries per day, according to the company’s CEO.
Here’s a timelapse of one of its robots completing 28 orders in a single day at OSU.
