Goldman Sachs expects $NEBIUS(NBIS)$ to generate over $6 billion revenue in 2026.This means that they are forecasting around 600MW connected capacity at the current GPU/per hour rates and ~70% utilization.Management expects 1GW contracted capacity by the end of next year.Even if the demand slows down a bit, they can easily reach 2GW connected capacity by the end of 2030.At the current rates and assuming 70% utilization, this allows them to generate up to $20 billion revenue.At a conservative 5x sales, we get a $100 billion company.We are still early.Long $NEBIUS(NBIS)$ .For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 co
Macro Trend
Monetary policy, various types of price indices... Here is everything about the macro economy!
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