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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: y2kate who wrote (25199)	7/15/2025 1:57:22 PM
From: Elroy	Read Replies (1) \| Respond to of 26518

Tons of AI talent in house at NBIS. Really? Yandex was halted for about three years, and the Russian internet operations either sold or halted. Did the "AI talent" stay on the payroll doing nothing for three years? NBIS is (I think) no Amazon. I don't think data centers have brands that lock in their customers (but I could be wrong!). As always, there's a lot I don't know... Me as well on NBIS. I don't know the story well at all, but what I do know (they're raising capital and building AI datacenters, and then I guess down the road they sell data center services to ..... whoever needs them) sounds like a lousy investment to me. If NBIS's business model were great, what's to stop 100 other companies from raising capital and building AI data centers, same as what NBIS is doing?

To: y2kate who wrote (25199)	7/15/2025 2:14:02 PM
From: Kirk ©	Read Replies (2) \| Respond to of 26518

A lot to consider. Aggressive spending could be very conservative if they have contracts for the AI output that pays for the investment many times over with enough profits to upgrade servers and offer higher performance to the customers. they have cheap power lined up for all their expected expansion they have cheap cooling, perhaps with data centers located inside the Artic Circle perhaps fueled by cheap Russian energy. they have infrastructure already in place to get the power to their data centers When I bought my house 31 years ago my "metrics" looked horrible with 85% of income to service the final loan and over 100% to cover the bridge loan and first loan on the trade-up property... but 31 years later the debt service cost (tiny balance ~1% of value at 3.375%) and property taxes are a fraction of what it would cost to rent this place. That land and infrastructure (to bring power, water, sewer, etc.) homes and data centers sit on have great value. I read somewhere that old coal plants that were shut down have great value now as they have connections to the power grid that don't care which direction the electrons flow.