Spade @SpadeHash
Lurking Joined July 2026-
Tweets3
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Followers25
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Following384
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Likes289
Spade retweeted
Hyperliquid.
Spade retweeted
The CEO of Nebius studied applied mathematics at the Gubkin Russian State University of Oil and Gas in Moscow and previously co-founded Yandex.... You guys really think this is the kinda guy who can't ramp data center capacity? You really think this is only worth 46B when their contracts with hyper-scalars are worth more than the entire market cap? You really think there aren't more deals coming and hyperscalar's aren't going to push out their timelines for standing up their own capacity? I don't think any of those things.
Big fan of Nebius as a product tbh, being able to string up dedicated infiniband between separate smaller clusters is a differentiator.
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