About $NBIS, you know it was halved in price during the neocloud crisis, here are some facts you didn't know:

1. Nebius inherited about 28% of the AI database company ClickHouse from Yandex, and ClickHouse has an implied valuation of $56 billion in the private equity market. Reference https://app.clarity.com/companies/clickhouse the $56 billion in the private market may be an overestimation, but ClickHouse is growing rapidly, and the valuation of Nebius's stake in ClickHouse may exceed tens of billions of dollars in the future.

2. Analysts expect Nebius to have an active data center capacity of 258MW by the end of the third quarter. via @SMASIMHO

https://smasimho.substack.com/p/nebius-q3-earnings-preview-part-1 According to Goldman Sachs research, Nebius can generate $40-50 million in revenue each year from renting out short-term computing power at $1 million per MW, with long-term leases at $20 million. Currently, Nebius officially claims to allocate more computing power to the short term. An optimistic estimate suggests that the active computing power currently online could generate $7-10 billion in revenue over the next year, and computing power prices are likely to continue rising.

3. Nebius's autonomous driving company Avride is valued at over $3 billion. Nebius holds an 83% stake, while the remaining portion belongs to Uber. Additionally, Nebius holds all the shares of the AI education platform TripleTen, as well as the majority stake in the AI data labeling company Toloka AI.

4. What makes Nebius different from other neocloud providers is that it is not just a simple "GPU rental provider," but a full-stack cloud service provider with a powerful technology stack that far exceeds that of other new clouds.

5. History of Nebius: It was formerly Yandex, the Russian version of Google, founded in 1997, a year earlier than Google, listed on NASDAQ in 2011, and reached a peak market value of $31 billion in 2021. In 2022, it was suspended due to the goose and raven war; in 2024, the company was restructured, selling its domestic Russian business, and the overseas business was renamed Nebius rooted in the Netherlands, directly led by founder Arkady Volozh. During the restructuring, Volozh took away Yandex's top international AI engineers, cloud computing experts, and autonomous driving technology talents, which became the core essence of Nebius.

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