Nebius Group counters GPU depreciation thesis while Palantir Technologies confirms Alex Karp as CEO.
2 reports, 1 independent
Updated Aug 12
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What happened
Nebius Group counters GPU depreciation thesis while Palantir Technologies confirms Alex Karp as CEO.
Who's involved
What this event is mainly aboutKeep exploring
The entities involved
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Nebius Group
Netherlandese company developing a portfolio of AI-related technology assets
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Palantir Technologies
American software and services company, specializing in data analysis
Related events
- Nebius Group is utilizing its infrastructure to rent out GPU capacity to various AI labs, while also maintaining its stock listing on the Nasdaq exchange.
- Michael Burry targets firms like Oracle and Nebius Group with short bets, while Meta and Microsoft expand AI infrastructure contracts.
- Palantir named Nebius its preferred AI partner, while CoreWeave recently joined the NASDAQ 100.
- Nebius Group's shares soared following an analyst upgrade, driven by its use of Nvidia chips for AI compute.
- Nebius Group has raised prices for Nvidia chips and is auctioning Blackwell-generation chips.