$NEBIUS(NBIS)$ Nebius doesn't

$NEBIUS(NBIS)$ Nebius doesn't need to strike custom deals with South Korean semiconductor fabs to get top-tier memory. When Nvidia delivers its next-gen Vera Rubin systems to Nebius, those systems arrive pre-integrated with SK hynix's technologically superior HBM4 chips. SK hynix's packaging tech offers better heat management and higher reliability, which means Nebius can push its data centers at peak capacity with lower failure rates. That translates directly to offering clients 5x greater inference performance and a 10x drop in cost-per-token compared to legacy architectures.

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