The revenue of "this cloud giant" soared 454%! "The Big Short" I increase my short selling: AI fanaticism reaches its peak

AI cloud giant Nebius reported impressive second-quarter financial results, with revenue increasing 454% year-on-year to US$582.3 million, and its core AI cloud business soaring 514%, inspiring the stock price to surge 34.14% in a single day. However, the well-known investor Berry bucked the trend and increased his short selling, questioning the strange phenomenon of "backward pricing" in Nebius, that is, customers are willing to buy short-term computing power at high prices, showing a lack of confidence in long-term stability. In addition, Berry even pointed out that Nebius has a trick in extending the depreciation life of servers, suggesting that GPU equipment may face the risk of depreciation. Although the company is actively expanding its AI infrastructure and has received large amounts of advance payments, Berry's warning still adds uncertainty to the booming AI market, reminding investors that they should carefully assess the risks of industrial bubbles and technology depreciation.