NBIS

Goldman Sachs just came out with a glorious price target for Neveah stock, which is also the company that just partnered with Nvidia on releasing their ultra-fast token inference chips via Groq.

They'll be one of the first actually providing access to those chips to compete with the ultra-fast token generators of Cerebras for that low latency, almost imperceptible latency artificial intelligence that you can get from these SRAM chips.

And second, this category includes the Neoclouds, specialized AI infrastructure providers like Cororeweave, Nebius, and Iron, which are the focus of this video. One of them is the pretty clear winner, and I'll show you which one when we compare them.

All right. Now, coming in at um number two here, holding number two, uh we have a company that actually houses and runs much of Nvidia's own hardware, and that's in Nebia's Group, ticker symbol NBIS, which at about $330 million is still only worth half of 1% in the portfolio.

But Nvidia is clearly investing in this neo cloud operator for their giant high-performance data centers that get packed with Nvidia's latest GPUs. Which Nebia's then rents out all of that high computing power to other companies that need it, but don't have all the same infrastructure and expertise as Nebia's to run it, or sometimes even the software or platforms.

Nebus gets an upgrade from Goldman. It's now a $ 59 billion company. It's pretty small as a NeoCloud. Still down from peak of $300 by oh about 27ish% down from peak.