Metas Cloud Move Just CRASHED Nebius... And It Makes NO SENSE Rickie Fowler Wife [TCnQVYDMrip]
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Meta just dropped a bombshell that sent Nebius tumbling 17% in a single session, but is the market overreacting?
Key specifics:
Bloomberg reports Meta is building "Meta Compute," an internal cloud business to sell excess AI capacity
Plan includes hosted AI model access (Muse Spark) plus raw GPU capacity, similar to AWS Bedrock and bare metal neocloud offerings
Nebius holds a Meta contract worth up to $27B, making sega cancelled super game project this both a customer and now a potential competitor
No pricing, launch date, or tommy fleetwood customer pipeline has been disclosed by Meta yet
This urban meyer is not financial advice (NFA). Just my thoughts and analysis.
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