Nebius Is Riding High - And This Under-The-Radar Rival Is Copying Its AI Playbook
Update: 2025-09-24
Description
AI spending is ballooning, and much of it is flowing into the next generation of cloud infrastructure.
In today’s podcast, Russell Burns unpacks Nebius’s game-changing $17.4 billion deal with Microsoft – and what it means for the stock’s future.
Plus, he highlights another under-the-radar player chasing the same opportunity.
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