The Motley Fool··Danny Vena, CpaNvidia's $2B Nebius Bet Signals AI Infrastructure Boom—But Raises Bubble Warnings
Nvidia invests $2B in cloud provider Nebius to build 5+ gigawatts of AI data center capacity by 2030, mirroring similar CoreWeave deal but raising bubble concerns amid Nebius's 43x sales valuation with no profits.
NVDAMSFTAMZNGOOGGOOGL+2data centersAI infrastructure