$NBIS is still sitting at a $16B valuation



It’s still a steal

In a few years, Avride, their robotaxi subsidiary, could be worth that alone

Add their ClickHouse and Toloka stakes, and you’re almost de-risked already

Now the expansion driver is their data center operations:

→ Best AI cloud for both SMBs and enterprises

→ Proprietary software layer

→ CEO who previously founded the Google of Russia

→ Proprietary hardware design,
from the server level all the way up to the entire data center facility

→ Backed by $NVDA

→ Trillions in long-term TAM
IN19.2%
CLOUD9.39%
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