是的，Korwef 是一家表现不佳的公司，但 Nepos 并没有人们说的那么糟。Nepos 这家公司在这里创造了5.82亿美元的收入。他们之所以出现营业亏损，唯一原因是他们正在进行的芯片减记，2.59亿美元。
因此，如果把折旧加回来，Nepos 实际上是盈利的。我个人对 Nepos 公司也没有任何利益关系。这没什么大不了的。论点很简单：Nebus 和 Oracle 并没有濒临破产，AI 泡沫也不会因为他们而突然破裂。
Yes, Korwef is a poorly performing company, but Nepos is not as bad as people make it out to be. Nepos is a company that generated revenues of $582 million here. The only reason they are showing operating losses is because of the chip write-offs they are carrying out. $259 million.
Therefore, if we add back the depreciation, Nepos is actually profitable . I also have no personal interest in Nepos Company. This is not a big deal. The argument is simply that Nebus and Oracle are not on the verge of bankruptcy, and the AI bubble will not suddenly collapse because of them.