Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-05-30
Milk Road AI argues that Nebius, a public AI infrastructure company associated with Leopold Aschenbrenner's $13.7 billion Situational Awareness fund, is significantly undervalued in current public markets.
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Topics: ai-infrastructurepublic-marketsinvestment-thesisnebius
Claims
- Nebius is characterized as one of the most undervalued AI infrastructure companies currently trading on public markets.
- Leopold Aschenbrenner, former OpenAI researcher and author of a 165-page AGI prediction essay, launched a $13.7 billion fund called Situational Awareness.
- Aschenbrenner's fund has an association with Nebius that the post uses to substantiate its investment thesis.
Key quotes
Nebius is one of the most undervalued AI infrastructure companies in the public markets right now (Save this).
Leopold Aschenbrenner, the former OpenAI researcher who wrote the 165-page essay predicting AGI within this decade and then launched the $13.7 billion Situational