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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT
NVDA 202.49-0.2%Oct 31 9:30 AM EDT

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To: zax who wrote (5375)9/30/2025 10:49:28 AM
From: Elroy   of 5473
 
Yes.

But, I think NBIS is just receiving investment money flowing into AI. The company itself may not be a great investment as the years pass.

But I don't know the details of their story, that's just my reaction to the high level story which is they're going to spend and build AI datacenters and then sell AI processing services. Sounds like a lousy competitive business to me, but the stock market disagrees.

Current market cap is $28 billion, and last quarter sales were $105 million, and last quarter Cap Ex was $510 million. They've signed some big deals, so they plan to INCREASE capital spending plans.

This is a good idea?
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