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Beyond Nvidia: The Data Center And AI Ecosystem Is On Fire

Source: SeekingAlpha

2025-09-10 14:12:00 ET

While Nvidia’s ( NVDA ) future is tattooed on the media’s mind, the rest of the AI ecosystem is starting to shine. Look no further than Nebius ( NBIS ) and Microsoft’s ( MSFT ) $17.5 billion deal on September 8, a contract larger than Nebius’s own $15 billion market cap....

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Beyond Nvidia: The Data Center And AI Ecosystem Is On Fire
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