I don't see many reasons why you should invest in small cloud providers. Almost all of them make losses, did something else before and have huge problems. In contrast to Amazon and co, they have the problem that you can't always just add the latest chips somewhere. If you do it, you basically write off your own chips again and again. There is simply a lack of scale. In addition, the basic costs are simply higher at 10 billion than at 1000 billion. They can hardly do research and the like in a meaningful way
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@topicswithhead they have other business not only cloud providers. You can check this article here: https://finance.yahoo.com/news/nebius-monetize-bets-clickhouse-avride-135900245.html
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