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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-13 14:22:11 UTC

Nebius Group's bold entry into the AI compute market could be a game-changer, slashing NVIDIA B200 GPU prices by over XX% compared to $AWS and $GCP. 

Key insights:
- Nebius's pricing of $5.50/hour is undercutting big players, making one wonder if it's pure strategy or a structural edge.
- Despite a XXX% YoY revenue surge, operating losses remain high, revealing a classic growth-over-profit strategy.
- With $XXX billion in cash, Nebius seems ready to prioritise scale. 

This isn't just a price war; it's a challenge to cloud economics, with Nebius's vertical integration potentially offering efficiencies hyperscalers can't match. But could reliance on a newcomer pose risks?

Explore what this could mean for the AI infrastructure landscape and decide if Nebius's approach is revolutionary or risky:

![](https://pbs.twimg.com/media/GvvnS2-XoAAppk3.png)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944401978332746061/c:line.svg)

**Related Topics**
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[losses](/topic/losses)
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[$550hour](/topic/$550hour)
[$gcp](/topic/$gcp)
[$aws](/topic/$aws)
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[bold](/topic/bold)

[Post Link](https://x.com/whispertickers/status/1944401978332746061)