Nebius

0 statements across 0 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · across every show →

Everything said about Nebius, oldest first

Feb 5, 2026 neutral
Assertion Partly supported
Patel: Microsoft Nebius NJ data center didn't drive power price hikes
“That data center has nothing to do with power prices going up. It's super storm standee, like five years ago, knocking or whatever, how many years ago, knocking down the state's electrical infrastructure and then the, then improving all these improvements. And…”
Dylan Patel Feb 5, 2026 ▶ 47:26 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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