· 供应链分析

NBIS签Reflection算力协议后股价反跌,博主暗示背后另有合作伙伴。

涉及标的:

中文翻译

$NBIS 与 Reflection AI 签署超 10 亿美元算力协议,通过 2029 年获取 GB300 访问权。Reflection 此前也与 $SPCX 签署了数十亿美元协议。鉴于 $NBIS 今日闻讯下跌 5%,这至少可以说很有趣。此外……完成此事的合作伙伴 https://t.co/pYPZ5Bpo8E

英文原文

$NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029. Reflection also signed a multi-billion dollar agreement with $SPCX earlier. Interesting to say the least, seeing Nebius drop -5% off the news today. Also... counterparty to get this done https://t.co/pYPZ5Bpo8E

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