《The Market Is Underestimating This Massive AI Demand Shift》
NBIS的动态定价与GPU需求形成看多趋势，并得到Palantir/Nvidia合作的支持。
现在，我想详细讨论的最后一只股票是 Nebius。最近，他们的 CEO 宣布 Nebius 现在正在推出现货定价和动态定价功能，这非常令人兴奋。
Now, the last stock I want to discuss in detail is Nebius. Recently, their CEO announced that Nebius is now introducing spot pricing and dynamic pricing features , which is very exciting.
他说：“正如我们所说，AI 基础设施是 AI 行业中最有趣的领域里最不有趣的部分。”在我看来，AI 基础设施很棒，但很多人不喜欢它，而我认为其中最无聊的方面就是债务。
He said, " As we say, AI infrastructure is the least interesting part of the most interesting sector of the AI industry." In my opinion, AI infrastructure is great, but many people dislike it and I think the most boring aspect of it is the debt.