Shay Boloor: Market may overlook new contracts as NBIS prices above $25 million

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Shay Boloor: Market may overlook new contracts as NBIS prices above $25 million — NBIS new contracts pricing above $25 million

New contracts for NBIS are being priced above $25 million, according to comments from Shay Boloor.

Boloor described concerns about the market focusing too much on one-time revenue and the retired ARR metric while overlooking the significance of new contracts.

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Boloor has recently commented on rapid sellouts in hardware, noting that Apple's foldable iPhone Duo sold out within minutes after preorders opened, with deliveries set for mid-December (Apple's iPhone Duo sells out quickly, Shay Boloor notes). In a separate update, he reported Elon Musk’s view that debt markets have mostly closed to AI-only neoclouds, raising expectations for industry consolidation (Shay Boloor: Elon Musk says debt markets nearly shut for AI-only neoclouds). Boloor’s recent updates continue to focus on key developments across tech and financial markets.

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