$NBIS 9/21 Weekly Review:
Notable Nebian Events
💠 $NBIS achieves Platinum ClusterMAX 3.0 Rating
- Now 1 of 2 AI Clouds in the top tier
🎯 BNP Paribas hikes $NBIS PT $260 → $399
🏭 NBIS raises Token Factory pricing by ~18%
- Following same hike for on-demand AI Cloud compute
- Pricing power is extending further up the stack
⚡️ NBIS launches auctions for spot compute
- Turns idle compute into incremental revenue
- Can be reclaimed if higher-priced demand appears
🇦🇹 NBIS lead partner for Vienna TEDAI 2026
- Coincidence with rumored 300MW Vienna site?
🤖 Agentic stack getting some real meat on its bones
- Comet Opik adds agent observability, tracing, evaluation, and monitoring inside NBIS Cloud
🧠 NBIS x WEKA benchmark shared KV cache for B300
- Improves cache reuse and reduces recompute for long-context and agentic workloads
- More tokens served from the same GPU footprint
Also Interesting
📜 Nscale racing to bare-metal IPO
- Majority of $103.4B backlog is already locked in at today's rates for Microsoft and Anthropic deals
💰 Akamai lands $11.6B 7YR Anthropic CPU deal
- Further proof the Agentic era is here
💰 Coreweave founders sell $2.25B YTD
- Arkady has only sold $14.4M through automatic sell-to-cover for taxes
Notable Nebian Events
💠 $NBIS achieves Platinum ClusterMAX 3.0 Rating
- Now 1 of 2 AI Clouds in the top tier
🎯 BNP Paribas hikes $NBIS PT $260 → $399
🏭 NBIS raises Token Factory pricing by ~18%
- Following same hike for on-demand AI Cloud compute
- Pricing power is extending further up the stack
⚡️ NBIS launches auctions for spot compute
- Turns idle compute into incremental revenue
- Can be reclaimed if higher-priced demand appears
🇦🇹 NBIS lead partner for Vienna TEDAI 2026
- Coincidence with rumored 300MW Vienna site?
🤖 Agentic stack getting some real meat on its bones
- Comet Opik adds agent observability, tracing, evaluation, and monitoring inside NBIS Cloud
🧠 NBIS x WEKA benchmark shared KV cache for B300
- Improves cache reuse and reduces recompute for long-context and agentic workloads
- More tokens served from the same GPU footprint
Also Interesting
📜 Nscale racing to bare-metal IPO
- Majority of $103.4B backlog is already locked in at today's rates for Microsoft and Anthropic deals
💰 Akamai lands $11.6B 7YR Anthropic CPU deal
- Further proof the Agentic era is here
💰 Coreweave founders sell $2.25B YTD
- Arkady has only sold $14.4M through automatic sell-to-cover for taxes