r/wallstreetbets
Nebius Is Dropping £1.7B on UK NVIDIA AI Infrastructure While Everyone Keeps Calling AI a Bubble
Nebius investing £1.7B in UK NVIDIA AI infra proves enterprise demand is real, countering bubble narratives.
- Substantial capital expenditure by Nebius validates strong downstream demand for NVIDIA hardware.
- Expansion into enterprise and agentic AI suggests the market is moving beyond hype to practical implementation.
- Continued infrastructure build-out contradicts the narrative that AI investment is slowing down or bursting.
- Heavy capex increases financial risk for Nebius if AI monetization does not meet expectations.
- Market saturation concerns remain if multiple players simultaneously expand capacity without proportional revenue growth.
An AI cloud company (spun off from Russian firm Yandex, headquartered in Amsterdam with offices in Israel and the United States) is investing £1.7B. Where does this disprove the bubble-theory?
Pov: Redditor discovers globalization
Wait so Nvidia is pumping money into Nebius which is then putting that money back into Nvidia to artificially raise both their revenue and OP thinks that's proof it's not a bubble?
Basically yes... Nvidia invested $2bn into Nebius en Nebius now invests in Nvidia stuff.
If all goes well it's great, but there's still a pretty decent chance that it all goes \poof\
So they'll finally purchase the space where they promised to have already started building?
This is just them reusing the Nvidia money they got a few months back for a new headline and if anything this suggests the bubble theory is most likely true, and Nebius and CoreWeave (and others like them) will be the strongest hit.
This isn’t my definition of broadening. This is a narrowing of the industry if anything.
It’s 2077. Everyone has a sex robot and a quantum fleshlight within reach.
“It’s a bubble!” the daily thread will say, 51 years on.
It’s not a bubble until it actually pops.
Let's wait until something is actually built, they can announce whatever the fuck they want.
AI cloud providers
Cloud providers are just "shovel leasing stores" in the context of AI.
Someone has yet to find enough gold to pay for the shovels, without gold the whole shovel market will die.
At what point are we plugged into the system to power these AI systems
It’s interesting how all the rich people keep buying and the poor are screaming for a bubble. Follow the money regards
How is it more than safe? If AI can make an average attorney 5% more efficient, that means you need 5% less attorneys for the same amount of work. There is not gonna be a robot sitting at somebody's desk doing his work. There is gonna be 4 attorneys doing the work of 5
What AI subscription/token usage requires x2.5 salary of programmers?
AI currently increases productivity of said professionals. You don't need 10 programmers, you can hire 8 and make them handle 125% of previous workload.