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![ehrazahmedd Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::139784127.png) Ehraz Ahmed [@ehrazahmedd](/creator/twitter/ehrazahmedd) on x 1891 followers
Created: 2025-07-16 10:18:19 UTC

$NBIS co-founder confirming what I've been saying all along that megawatts don’t matter unless you build software, platforms and stickiness on top.

IaaS is a commodity. SDKs, inference APIs and developer ecosystems are the moat.

Nebius isn’t just renting GPUs, it’s building the platform layer hyperscalers fear.

$IREN $CIFR $CORZ

![](https://pbs.twimg.com/media/Gv-MFdwXAAAw08R.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945427772723392980/c:line.svg)

**Related Topics**
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[$corz](/topic/$corz)
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[$iren](/topic/$iren)
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[Post Link](https://x.com/ehrazahmedd/status/1945427772723392980)