$NEBIUS(NBIS)$ Anthropic is planning a major expansion in Europe and is trying to hire someone in London for the role of securing compute resources there. Given that Nebius will have the continent's largest data center in Finland and a second massive one in France, it feels like an Anthropic deal is just a matter of time. Since they are full-stack and just made a great AI inference acquisition, I see NBIS evolving into not just a data center company but a full-fledged hyperscaler.
I used to say wake me at $200, then raised it to $400. Now I'd say wake me up at $1000 in 3-4 years, if not sooner.
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