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Microsoft - How they work with the Neo-Clouds: spending up to 19.4 billion US dollars on Nebius and 10+ billion US dollars on CoreWeave

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if Nscale goes public, it's a must own company. Both Nscale and Nebius can expand the AI in the whole of Europe in the future. As long as there is demand for compute and AI these companies would grow, if AI is a bubble it's over for these companies that's the only bear case lol
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