Nebius
0 statements across 0 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 5, 2026 by Alex Kantrowitz · across every show →
Everything said about Nebius, oldest first
May 5, 2026 bearish
Kantrowitz: Neo-Cloud Providers Face Severe Risk Relying on OpenAI's Infrastructure Commitments
“The weakness in the whole story is your whole business is based off of OpenAI keeping this promise of building out the infrastructure. And last week in particular, when there was that Wall Street Journal report, which OpenAI pushed back on very strongly that l…”