Nebius Is Nvidia's Strategic Weapon—And Microsoft Just Took The Bait
1. Microsoft leases capacity from Nebius, enhancing AI deployment. 2. Nvidia strengthens its influence over AI compute resources via Nebius. 3. CoreWeave's dependence on Nvidia leaves it vulnerable. 4. Hyperscalers are losing control to Nvidia's strategic ecosystem. 5. Microsoft may inadvertently fortify Nvidia's market position.