$NEBIUS(NBIS)$ With Anthropic

$NEBIUS(NBIS)$ With Anthropic out of the race, I think Nebius will end up buying Decart. Decart would fit Nebius unusually well, since its DOS stack can improve GPU utilization and lower inference costs across Nebius infrastructure. The synergy works on both sides: better economics per GPU, plus higher-value proprietary demand for that compute. Nebius also has very close ties to the Israeli startup scene, given that top management is Israeli. Mark this post.

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