Nebius enters SemiAnalysis top tier as neocloud rival IREN underperforms
BenBajarin · x · 2026-09-24
Ben Bajarin notes that Nebius ($NBIS) has finally made it into SemiAnalysis's top tier, while IREN ($IREN), previously tipped as the third true "neocloud," continues to underperform — a sign of widening gaps in the AI compute rental market.
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