觅信聚合
我的关注
Comments
Unlock
Comments
Unlock
不要被上冲冲昏头脑,目前回看64700-64000能不能站稳,明天留意63300能不能站稳
...
Comments
Unlock
Comments
Unlock
各位会员朋友们:
有什么问题,随时私信沟通。
https://t.me/TraderChenge
有什么问题,随时私信沟通。
https://t.me/TraderChenge
...
Comments
Unlock
带好止盈止损挂单休息。
...
Comments
Unlock
限价挂单不要取整数,上下几十点浮动
最低挂单64800,最高挂单65400。
最低挂单64800,最高挂单65400。
...
Comments
Unlock
Comments
Unlock
原文:
$NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029.
Reflection also signed a multi-billion dollar agreement with $SPCX earlier.
Interesting to say the least, seeing Nebius drop -5% off the news today.
Also... counterparty to get this done kinda reminds me of OpenAI, where they might not have the funds to actually execute on these LTAs yet compared to $META or $MSFT.
But generally positive long term developments, customer diversification was one of the core strengths of Nebius.
翻译:
$NBIS 与 Reflection AI 签署了 10 亿美元以上的计算协议,通过 2029 年获得 GB300 访问权限。
Reflection 早些时候还与 $SPCX 签署了一份价值数十亿美元的协议。
至少可以说,看到 Nebius 在今天的消息发布后下跌 -5% 很有趣。
另外... 完成这项工作的对手方让我想起了 OpenAI,他们可能还没有足够的资金来执行这些长期协议,与 $META 或 $MSFT 相比。
但总体而言,这是长期发展的积极信号,客户多元化一直是 Nebius 的核心优势之一。


$NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029.
Reflection also signed a multi-billion dollar agreement with $SPCX earlier.
Interesting to say the least, seeing Nebius drop -5% off the news today.
Also... counterparty to get this done kinda reminds me of OpenAI, where they might not have the funds to actually execute on these LTAs yet compared to $META or $MSFT.
But generally positive long term developments, customer diversification was one of the core strengths of Nebius.
翻译:
$NBIS 与 Reflection AI 签署了 10 亿美元以上的计算协议,通过 2029 年获得 GB300 访问权限。
Reflection 早些时候还与 $SPCX 签署了一份价值数十亿美元的协议。
至少可以说,看到 Nebius 在今天的消息发布后下跌 -5% 很有趣。
另外... 完成这项工作的对手方让我想起了 OpenAI,他们可能还没有足够的资金来执行这些长期协议,与 $META 或 $MSFT 相比。
但总体而言,这是长期发展的积极信号,客户多元化一直是 Nebius 的核心优势之一。


...
Comments
Unlock
Comments
Unlock
Comments
Unlock
🔄
Loading...





