$NEBIUS(NBIS)$ Re-posting a co

$NEBIUS(NBIS)$ Re-posting a comment from Seeking Alpha that I thought was worth sharing:

"I think people are tremendously underestimating what Nebius is building with Token Factory.

Fireworks, Baseten, CoreWeave and others are doing some of these individual pieces extremely well. But I don't see anyone attacking the entire problem from the underlying infrastructure all the way through production inference and integrating it as tightly as Nebius.

Eigen, Clarifai and now Inferize aren't random acquisitions. Nebius is systematically optimizing the model, kernels, orchestration, utilization and scaling, all on top of infrastructure they control.

Everyone is focused on GPUs, power and gigawatts. I think the eventual revaluation comes when the market realizes the hardware is really the foundation for a much more valuable integrated software and inference platform.

And it will be a big revaluation."

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