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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT
NVDA 202.57-2.1%10:13 AM EST

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To: zax who wrote (5321)9/8/2025 8:58:33 PM
From: Elroy  Read Replies (2) of 5477
 
They are paid to build customized, industry specific AI solutions.

I think they build AI data centers, and then sell useage of the data center to the customer.

"They are paid to build".......Really? When the AI data center is built by NBIS, who owns it - NBIS or the customer?

My understanding is NBIS is a massive AI infrastructure play. Build data center, sell AI data center services.

"Build data center" does not sound like a good business model to me. Perhaps exciting now, but selling massive tech infrastructure to contracted users......when has that ever been a great investment, ever?
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