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BD Investing · Aug 27, 2026

NBIS: The Company NVIDIA, Meta, and Microsoft Chose to Build the Power Grid for AI — And Why $46B in Contracts Is Just the Beginning

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684% revenue growth. $46B contracted backlog. 45% EBITDA margins. Nasdaq-100 inclusion effective June 22. ARR target of $7–9B by December 2026.

See it on bdinvesting.substack.com

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