Serenity（白毛股神）@aleabitoreddit发帖2026-07-14

Nebius 与 Reflection AI 签署超过 10 亿美元的算力协议，获得 GB300 至 2029 年的使用权。作者认为长期客户多元化是积极因素，但担忧交易对手（类似

Nebius 与 Reflection AI 签署超过 10 亿美元的算力协议，获得 GB300 至 2029 年的使用权。作者认为长期客户多元化是积极因素，但担忧交易对手（类似 OpenAI）可能缺乏资金执行。该股消息后下跌 5%。

“$NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029. Reflection also signed a multi-billion dollar agreement with $SPCX earlier. Interesting to say the least, seeing Nebius drop -5% off the news today. Also... counterparty to get this done kinda reminds me of OpenAI, where they might not have the funds to actually execute on these LTAs yet compared to $META or $MSFT. But generally positive long term developments, customer diversification was one of the core strengths of Nebius.”