· 供应链分析
这是一条极其危险的帖子，因为你在散布虚假信息。我希望你能在帖子造成麻烦之前进行更正：“他们获得了极佳的租赁交易，并且拥有随时终止的选项，毫无风险”。以下是来自实际 SEC 文件中的终止条款：- 如果 Nebius 在宽限期后未能满足该批次 GPU 服务(GPU Service)的约定交付日期，且无法提供替代容量，微软(Microsoft)可以终止协议下的特定 GPU 服务批次。- 如果另一方实质性违反协议且在 60 天内未予补救，任何一方均可因故终止协议。- 如果另一方出现以下情况，任何一方也可终止协议：- 停止经营、解散或清算；或 - 被提起破产或无力偿债程序（除非在 30 天内驳回）——除非是第 11 章重组且协议正转让给有偿付能力的实体。不存在“随意”(at-will)终止权。
Extremely dangerous post because you’re spreading disinformation. I hope you can make a correction before the post causes trouble: “They get great lease deals with the option to terminate literally at any time, without the risk” These are the termination clauses from actual SEC filings: - Microsoft may terminate a specific GPU Service tranche under the agreement if, after a grace period, Nebius fails to meet the agreed delivery dates for that tranche and cannot provide alternative capacity. - Either party may terminate the agreement for cause if the other party materially breaches the agreement and does not remedy it within 60 days. - Either party may also terminate if the other party: - Ceases to do business, dissolves or liquidates; or - Has a bankruptcy or insolvency proceeding instituted against it (which is not dismissed within 30 days) — except where it’s a Chapter 11 reorganization and the agreement is being transferred to a solvent entity. There is no “at-will” termination right.