A readback of named management statements on a focus-lane name: demand visibility moved from about 18 to 24-plus months, customers are booking capacity for the first half of 2028, and the GPU-obsolescence bear case gets a direct rebuttal (a waiting list for older-generation chips). Read against the AI-capex digestion question, not as confirmation of it.
$NBIS CEO Arkady Volozh and CRO Marc Boroditsky just spoke at Goldman Sachs’ Technology Conference. Here are the main takeaways: 1) Demand keeps accelerating Nebius made it clear that AI infrastructure demand is still materially ahead of supply, and importantly, that
A readback of named management statements on a focus-lane name: demand visibility moved from about 18 to 24-plus months, customers are booking capacity for the first half of 2028, and the GPU-obsolescence bear case gets a direct rebuttal (a waiting list for older-generation chips). Read against the AI-capex digestion question, not as confirmation of it.
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