$Meta Platforms, Inc.(META)$ $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ Meta just fired one of the biggest shots yet in the AI infrastructure war. A five-year deal worth up to $27 billion with Nebius signals something bigger than a simple cloud contract. It reveals where the next AI bottleneck may lie. Not GPUs. Compute capacity. And that changes how investors should think about the AI supply chain. The Real Story: AI Compute Is Becoming the New Oil For years the AI trade revolved around NVIDIA GPUs. But hyperscalers are discovering a new constraint. Even if you have GPUs, you still need: • Data center space • Power
Nebius & Rocket Lab Raises Funds at High: When to Bottom?
Nebius plans to issue $3.75 billion in convertible senior notes to fund the buildout. Following the announcement, its stock dropped over 10%, giving back part of its previous gains. Rocket Lab is raising funds to ensure the smooth first flight of its next-generation Neutron rocket in 2026. The company is conducting an ATM (at-the-market) offering to raise up to $1 billion in common stock. After the announcement, RKLB shares fell ~5% in after-hours trading. How long before it’s attractive to buy the dip?
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