HYDRebs
| Favorite team: | Ole Miss  |
| Location: | Florida |
| Biography: | HYDRebs@gmail.com |
| Interests: | |
| Occupation: | |
| Number of Posts: | 1662 |
| Registered on: | 9/18/2014 |
| Online Status: | Not Online |
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re: Nebius - NBIS - AI Infrastructure Company
Posted by HYDRebs on 10/5/26 at 9:00 am to bayoubengals88
Thought this was pretty interesting and relevant to NBIS.
who-is-buying-and-selling-gpu-compute
Only 9.8% of Ramp's SaaS customers bought GPU compute over the last year, but the amount spent on GPU compute was already almost 80% of what was spent on AI applications.
Basically a relatively small number of companies are spending a shite ton on compute right now.
They also track Nebius in the neocloud category. NBIS is only at 8% based on number of customers, but I don't think that tells you much considering Ramp is counting customers and not dollars. Nebius so far has gone after fewer massive contracts vs a bunch of smaller users.
Probably the more interesting part for NBIS is the warning in the article. There are a ton of these neocloud companies popping up and building capacity. If demand keeps growing they can all probably make a lot of money. If GPU supply catches up and pricing gets crushed, obviously that's a different story.
Still think the biggest thing to watch with NBIS is what they are getting per MW on these new contracts and if they can continue filling the capacity as fast as they build it.
Pretty good independent data point for the bull case IMO.
who-is-buying-and-selling-gpu-compute
Only 9.8% of Ramp's SaaS customers bought GPU compute over the last year, but the amount spent on GPU compute was already almost 80% of what was spent on AI applications.
Basically a relatively small number of companies are spending a shite ton on compute right now.
They also track Nebius in the neocloud category. NBIS is only at 8% based on number of customers, but I don't think that tells you much considering Ramp is counting customers and not dollars. Nebius so far has gone after fewer massive contracts vs a bunch of smaller users.
Probably the more interesting part for NBIS is the warning in the article. There are a ton of these neocloud companies popping up and building capacity. If demand keeps growing they can all probably make a lot of money. If GPU supply catches up and pricing gets crushed, obviously that's a different story.
Still think the biggest thing to watch with NBIS is what they are getting per MW on these new contracts and if they can continue filling the capacity as fast as they build it.
Pretty good independent data point for the bull case IMO.
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Not pinch hitting that lefty on lefty matchup in the 9th with a mid arse rookie at the plate is reason number 1000 to fire espada
re: Game # off week
Posted by HYDRebs on 9/29/26 at 9:24 am to OleVaught14
I thought our defense would look bigger and more athletic than it has the first 4 weeks. I just don't know if we have the athleticism needed right now at first two levels.
the inability of this defense to force turnovers has been glaring as well. I don't know if we have a single forced fumble in the first 4 weeks.
the inability of this defense to force turnovers has been glaring as well. I don't know if we have a single forced fumble in the first 4 weeks.
re: Anapolis, MD
Posted by HYDRebs on 9/29/26 at 9:21 am to GeauxTigahs92
Depending on what time of year the wedding would be i would try and find a way to get on the water around there. the coastline is beautiful there. Although may be tougher to do since you are bringing along a 3 and 1 year old.
excluding explosive plays to try and lower an explosive players ypc is dumb. He has the ability to break one that's why his ypc is so high.
re: The Athletic's Middling 10: The Most Average Programs In CFB
Posted by HYDRebs on 9/24/26 at 12:08 pm to geauxbrown
quote:
Ole Miss…557
Thank you for helping us increase it last week. :cheers:
No looking at that report its just lacy no one else really of importance
quote:
And has also been fired from every NFL job he has ever had. Hell he was even head coach of the giants for a year, and was so awful he proceeded to advance from there to….a senior analyst at OM
Making fun of a coach getting fired from the NFL when Lane Kiffin is your head coach is a weird arguement :lol:
quote:
Another fun fact. Nobody cares but ole Miss fans
You cared enough to get baited for a response :rotflmao: 32-24
re: Fun Fact of the Day - Every current LSU player has a losing record against Ole Miss
Posted by HYDRebs on 9/23/26 at 3:28 pm to DarthRebel
Another Fun Fact of the Day
Kiffin has lost at least 5 games in every Year 1 at a Power 4 program.
Kiffin has lost at least 5 games in every Year 1 at a Power 4 program.
quote:
NoEmpathy
Poor alt is still melting 4 days later :bow:
quote:
Fun fact: LSU owns Ole Miss and most likely always will. Enjoy your Super Bowl
:lol: :lol: :lol:
Yes keep melting tiger :bow:
re: Muse AI
Posted by HYDRebs on 9/23/26 at 10:04 am to FortunateSon
What are you seeing for your personal use cases for it so far?
re: Rumor - 5 Ole Miss students dead from Louisiana drugs being brought in
Posted by HYDRebs on 9/22/26 at 2:34 pm to DarthRebel
University and oxford PD just came out with a post just now onstating 2 known separate student deaths and it is still being investigated.
re: 2027 Football Recruiting
Posted by HYDRebs on 9/22/26 at 1:09 pm to Pickle_Weasel
Don't let the rebs get hot
Yes let the melt run through you :bow:
30% gain already on the Leaps. Trimmed position 20% to capture some of the gains. Another great call BB88
re: Game 4 - Florida - 9/26 - 2:30pm ABC
Posted by HYDRebs on 9/21/26 at 2:31 pm to OleVaught14
we've had easily one of the toughest 5 to 10 schedules so far to start the season. I would not be worried about stat placement until a few more games in.
Kewan Lacy got hurt. that helped their defense start getting stops in the third quarter. Otherwise it would have been uglier for little ole blake baker. :lol:
We had like 800 yards against that Blake baker defense yall were bragging about. Daddy Golding and team took belt to your arse. STRDB
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