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[@zen_tropy](/creator/twitter/zen_tropy)
"Instructive read and I take your point about $nbis's OEM hardwarde advantages for sovereign builds. But with the final call for the gigafactory bids coming soon and the likelihood there'll be a lot of consortion-type proposals (e.g. AION) it's also possible--at least for the giga builds--that Nebius comes in riding atop somebody else's metal. Yes Nebius has best-in-class current/coming datacenter deployments across Europe now. But global demand is scorching and they can only do so much at once. It might very well make sense for them to come into the gigafactory intiative partnering as the"  
[X Link](https://x.com/zen_tropy/status/1978977373241430034) [@zen_tropy](/creator/x/zen_tropy) 2025-10-17T00:12Z XXX followers, XXX engagements