Offshore
Photo
Investing visuals
$NBIS: a long-term view beyond AI infrastructure, covering:
• Co-Founder Roman Chernin’s vision
• AI infrastructure as a funding machine
• What they are truly building for
• What customers say
(~5 min read) 📜👇
In a recent interview, Roman Chernin (Co-Founder of $NBIS) shared some very interesting insights about his view of the business.
He sees $NBIS as a combination of two businesses:
• Data centers: large, mostly bare-metal deployments
• Cloud & AI software stack
Right now, all the attention goes to the AI infrastructure build-out, with billions flowing into it. AI demand is still outpacing supply by a wide margin. At some point, however, the infrastructure will be fully built out and supply and demand will regain balance.
But here’s the most interesting part: once the AI infrastructure is in place, I believe the next leg of growth will be software. And it’s already happening. I see a clear path where the majority of enterprise software gets infused with AI, not to mention all the AI-native software that’s being built right now.
And this is exactly the market that $NBIS is building for.
AI infrastructure is great and all, but building toward a full-stack AI platform - from compute power to software suite - is what really differentiates $NBIS and will likely drive long-term growth beyond purely infrastructure.
While the data center business is currently driving most of their revenue, I think the real long-term potential lies in their cloud and AI software stack.
I like to look at it this way: everyone wants to dig for gold by building the best large language models and trying to outcompete each other. At the same time, AI is being infused into the very core of businesses, creating massive value.
But you still need picks and shovels to go after it. That’s where $NBIS software stack comes in. They provide the picks and shovels everyone so desperately needs, in a way no other business I know of is capable of right now.
Roman highlights two core reasons why customers choose $NBIS:
• The fundamental reason is specialization: “We only go after AI-centric workloads - large distributed training, inference at scale - and we’ve built the platform from the ground up to address these use cases with the best performance.”
• Their cloud addresses many developer pain points like time-to-value while maintaining performance: “We build the Lego blocks for developers who build on AI.”
Basically, $NBIS is stacking growth curves. The first wave is AI infrastructure. The second wave is cloud and AI software for small-to-medium-sized enterprises. The third wave is full-stack for tech-savvy enterprises. And the fourth wave is full-stack for classical (late-majority) enterprises.
Roman: “Those customers don’t just look for infrastructure - they are looking for platforms. Developer, data, security, etc. All the classical cloud stuff. And we are building for that. (…) We actually build the full stack up.”
In my view, this is what truly sets $NBIS apart from the rest of the industry, and one of the main reasons I got in early and why I’m still very bullish on the company and the path that lies ahead.
===========Community post===========
This is a post I shared earlier in the Savvy community (link in bio) to give you an idea of the type of content I share over there.
If you’d like to give it a try, you can use the code SAVVY to get 50% off the first 2 months, applied at checkout.
====================================
tweet
$NBIS: a long-term view beyond AI infrastructure, covering:
• Co-Founder Roman Chernin’s vision
• AI infrastructure as a funding machine
• What they are truly building for
• What customers say
(~5 min read) 📜👇
In a recent interview, Roman Chernin (Co-Founder of $NBIS) shared some very interesting insights about his view of the business.
He sees $NBIS as a combination of two businesses:
• Data centers: large, mostly bare-metal deployments
• Cloud & AI software stack
Right now, all the attention goes to the AI infrastructure build-out, with billions flowing into it. AI demand is still outpacing supply by a wide margin. At some point, however, the infrastructure will be fully built out and supply and demand will regain balance.
But here’s the most interesting part: once the AI infrastructure is in place, I believe the next leg of growth will be software. And it’s already happening. I see a clear path where the majority of enterprise software gets infused with AI, not to mention all the AI-native software that’s being built right now.
And this is exactly the market that $NBIS is building for.
AI infrastructure is great and all, but building toward a full-stack AI platform - from compute power to software suite - is what really differentiates $NBIS and will likely drive long-term growth beyond purely infrastructure.
While the data center business is currently driving most of their revenue, I think the real long-term potential lies in their cloud and AI software stack.
I like to look at it this way: everyone wants to dig for gold by building the best large language models and trying to outcompete each other. At the same time, AI is being infused into the very core of businesses, creating massive value.
But you still need picks and shovels to go after it. That’s where $NBIS software stack comes in. They provide the picks and shovels everyone so desperately needs, in a way no other business I know of is capable of right now.
Roman highlights two core reasons why customers choose $NBIS:
• The fundamental reason is specialization: “We only go after AI-centric workloads - large distributed training, inference at scale - and we’ve built the platform from the ground up to address these use cases with the best performance.”
• Their cloud addresses many developer pain points like time-to-value while maintaining performance: “We build the Lego blocks for developers who build on AI.”
Basically, $NBIS is stacking growth curves. The first wave is AI infrastructure. The second wave is cloud and AI software for small-to-medium-sized enterprises. The third wave is full-stack for tech-savvy enterprises. And the fourth wave is full-stack for classical (late-majority) enterprises.
Roman: “Those customers don’t just look for infrastructure - they are looking for platforms. Developer, data, security, etc. All the classical cloud stuff. And we are building for that. (…) We actually build the full stack up.”
In my view, this is what truly sets $NBIS apart from the rest of the industry, and one of the main reasons I got in early and why I’m still very bullish on the company and the path that lies ahead.
===========Community post===========
This is a post I shared earlier in the Savvy community (link in bio) to give you an idea of the type of content I share over there.
If you’d like to give it a try, you can use the code SAVVY to get 50% off the first 2 months, applied at checkout.
====================================
tweet
Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
🥤 PepsiCo $PEP
🛩️ Delta Airlines $DAL
🍺 Constellation $STZ
🌿 Tilray $TLRY
https://t.co/roVX7yBVLl
tweet
📊 This Week in Visuals:
🥤 PepsiCo $PEP
🛩️ Delta Airlines $DAL
🍺 Constellation $STZ
🌿 Tilray $TLRY
https://t.co/roVX7yBVLl
tweet
Dimitry Nakhla | Babylon Capital®
20 High-Quality Stocks | NTM P/E | 2-Year EPS CAGR Estimates* | PEG Ratio 2.50 💵
$MELI 39x | 36% | 1.08
$GEV 59x | 46% | 1.28
$BKNG 21x | 15% | 1.40
$ABNB 27x | 18% | 1.50
$AMZN 31x | 20% | 1.55
$GOOG 23x | 14% | 1.64
$ICE 22x | 12% | 1.83
$META 24x | 13% | 1.84
$MSFT 32x | 17% | 1.88
$LRCX 29x | 15% | 1.93
$INTU 28x | 14% | 2.00
$MA 32x | 16% | 2.00
$PM 20x | 10% | 2.00
$V 28x | 14% | 2.00
$ASML 35x | 16% | 2.18
$FICO 48x | 22% | 2.18
$TDG 32x | 14% | 2.28
$CPRT 26x | 11% | 2.36
$SPGI 26x | 11% | 2.36
$MSCI 30x | 12% | 2.50
___
*EPS CAGR Estimates 26’ - 28’
tweet
20 High-Quality Stocks | NTM P/E | 2-Year EPS CAGR Estimates* | PEG Ratio 2.50 💵
$MELI 39x | 36% | 1.08
$GEV 59x | 46% | 1.28
$BKNG 21x | 15% | 1.40
$ABNB 27x | 18% | 1.50
$AMZN 31x | 20% | 1.55
$GOOG 23x | 14% | 1.64
$ICE 22x | 12% | 1.83
$META 24x | 13% | 1.84
$MSFT 32x | 17% | 1.88
$LRCX 29x | 15% | 1.93
$INTU 28x | 14% | 2.00
$MA 32x | 16% | 2.00
$PM 20x | 10% | 2.00
$V 28x | 14% | 2.00
$ASML 35x | 16% | 2.18
$FICO 48x | 22% | 2.18
$TDG 32x | 14% | 2.28
$CPRT 26x | 11% | 2.36
$SPGI 26x | 11% | 2.36
$MSCI 30x | 12% | 2.50
___
*EPS CAGR Estimates 26’ - 28’
tweet
AkhenOsiris
It's cute, all the rich people trying to empathize with the rich who became poor...who cares
tweet
It's cute, all the rich people trying to empathize with the rich who became poor...who cares
I can’t find my original post from a few years ago but here’s a way to mentally make loss recovery more manageable. Say you are down 1M. Instead of trying to make back 1M, break it down into 100K blocks. It’s more realistic to make 100K 10 times than to get yourself in a gambling state to yolo for 1M tweet
Offshore
Photo
Umesh
Prompt on Midjourney : Infrastructure of imagination. --chaos 50 --ar 16:9 --profile 6xd26z9 --stylize 500 https://t.co/RHpYWOezNk
tweet
Prompt on Midjourney : Infrastructure of imagination. --chaos 50 --ar 16:9 --profile 6xd26z9 --stylize 500 https://t.co/RHpYWOezNk
tweet