Source item
Open original source ↗These are some pretty bullish statements about near-term developments at $NBIS. Given the substantial cuts in guidance/estimates(see 2026E Revenues below) just three weeks ago, we will see if these upbeat statements show up in 1H results. https://t.co/ZDW3W9Q8GO
Quoted context
These are the quoted author’s words.
$NBIS CRO said demand for AI infrastructure is far exceeding supply allowing company to prioritize high-value customers & shift toward longer-term contracts He added ASPs rose ~50%, year-long contracts doubled & customers now paying up to 100% upfront to secure future capacity https://t.co/jEHZVWnWgH
StockSavvyShay ↗