Great write up - got in following your earlier work and wish I had a chance to buy more before the recent spikes.
Curious to hear your thoughts on 1) Groq and whether it’s something you’d follow if they IPO, and 2) Saudi Arabia given their recent PIF AI company launch and the announced $600B US investment there
Regarding Groq, it’s impossible for me to say whether I’d be interested because I haven’t seen any of its numbers. That said, I rarely find IPOs attractive, so I doubt the valuation would compel me.
As for Saudi Arabia, I think it would be a great target for a new data center for Nebius.
Thank you Sir. I have not read a more thorough piece on a company ever, including on SeekingAlpha. Amazing piece, truly.
I really appreciate it Jim! :)
Great write up - got in following your earlier work and wish I had a chance to buy more before the recent spikes.
Curious to hear your thoughts on 1) Groq and whether it’s something you’d follow if they IPO, and 2) Saudi Arabia given their recent PIF AI company launch and the announced $600B US investment there
I’m sorry Jake, I just saw this comment!
Regarding Groq, it’s impossible for me to say whether I’d be interested because I haven’t seen any of its numbers. That said, I rarely find IPOs attractive, so I doubt the valuation would compel me.
As for Saudi Arabia, I think it would be a great target for a new data center for Nebius.
An incredible piece. Thank you for the thorough and quality research and education.
Thank you very much Tyler!
They should open a DC in UAE. The govt here is aching for these kind of investments and will roll out the red carpet. Forget Singapore