Decart AI builds real-time generative AI models and infrastructure, best known for Oasis, its AI-generated Minecraft-like game, and Mirage, which transforms live video using text prompts.\u00a0<\/p>\n
The real prize is the custom Optimization Stack, which can reportedly boost GPU inference throughput by up to eight times on the same hardware \u2013 potentially a major advantage for cloud companies.<\/p>\n
Nebius\u2019 Growth March\u00a0<\/p>\n
Nebius is a relatively new neocloud player that recently pivoted toward cloud computing and is now building capacity to fulfill its first set of major orders.<\/p>\n
The Amsterdam, Netherlands-based company signed a five-year, $12 billion AI infrastructure deal with Meta Platforms and is targeting 800 MW to 1 GW of connected power by the end of 2026, with data center campuses across Missouri, Pennsylvania, Finland and the UK.<\/p>\n
Amid massive demand for AI cloud capacity, neocloud stocks have surged. Nebius is up a staggering 218% year to date, while CoreWeave and IREN have gained 44% and 14%, respectively. Stocktwits recently published an\u00a0explainer<\/a> comparing the three neocloud stocks from an investment perspective.<\/p>\n Retail View On NBIS<\/p>\n NBIS stock<\/a> declined 10% on Wednesday following the debt-raise announcement, as investors weighed the debt obligations against revenue projections. On Stocktwits, retail sentiment plunged to \u2018bearish,\u2019 although some traders remained optimistic.<\/p>\n \u201c$NBIS Near-term dilution\/hedging pressure is real, but fundamentally this gives NBIS billions in relatively cheap capital to build capacity when demand is already huge,\u201d\u00a0said<\/a> one.\u00a0\u00a0<\/p>\n Another\u00a0wrote<\/a>: \u201c$NBIS I was here the last two convertible notes offering and they dropped for a day but within a couple weeks was a 30% gain.\u201d<\/p>\n \u00a0<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Read Next:\u00a0BIDU Rebounds After Q2 Selloff: Morgan Stanley Downgrades Stock, Sees More Earnings Pressure From AI Spending<\/a><\/p>\n
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