Lucky retweeted
ClickHouse Power Tips - Too Many Parts, Schema Optimizations, Query Analytics, When to Partition, Understanding MergeTree, Monitoring, and more. Check out our blog series!
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No doubt that gets tapped eventually or they wouldn’t have drawn it up tha way but I think it’s last resort
I think they can finance against assets and many of their subsidiaries
And even againnst their clickhouse ownership
Should be awesome future
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JeromePP retweeted
$NBIS Hidden gem many don’t know about (ClickHouse)
So I gained a lot of followers because of this company, and I already explained what Token Factory is and how it is important for $NBIS. However, there is one more asset Nebius owns that many investors either overlook or underestimate its potential.
Let me present you: ClickHouse
It is an open-source columnar database designed for online analytical processing (OLAP), originally developed by Yandex.
To explain it in basic terms, if you store data in databases (most typical transactional databases like PostgreSQL or MySQL), you do it row by row, because, for example, banks often want to search information about a given customer, so they just search for the ID of the customer, and the whole row pops up and they get everything about the customer they care about.
But imagine you have 1 billion rows, 50 columns, and you care about, for example, the average spending in the whole database. This is where ClickHouse comes in and uses column-by-column storing. Then, instead of reading 50 billion values, a column-based database might read only 1 billion values. Obviously, the idea is more sophisticated, where ClickHouse developed additional compression algorithms, but for our explanation, this is sufficient, as you now know what ClickHouse does. Importantly, the main advantage is that it often stores data using 5-10x less space than traditional databases.
To give you an example, imagine you operate 100,000 GPUs and every second, that GPU sends information such as:
- timestamp
- GPU ID
- temperature
- utilization
- memory usage
100,000 GPUs -> 1 month = 259,200,000,000 records
And now an engineer asks: "What was the average GPU utilization by hour last week?"
Instead of going through all rows, the query only needs timestamp and utilization and you save a lot of time.
And you know who uses ClickHouse? The biggest players such as OpenAI, Anthropic, Meta, Tesla, Cisco, Alibaba, Spotify and many others.
So, now that you get the importance of the company, what if I told you that $NBIS owns approximately 28% of ClickHouse and its valuation is growing rapidly.
In May 2025, the company was valued at rougly $6.35B
In January 2026, the valuation increased to $15B, which is ~236% increase in 7 months, think about the speed of this.
If we would expect the company to "only" double its valuation throughout the whole 2026, we would get to $30B.
Implying $NBIS’s stake being worth $8.4B (current market cap is $59B).
What’s funny is that many investors have no idea what ClickHouse is and they think it is just some small partner or whatever, but it might soon represent $10B stake for $NBIS.
If you have any questions, I am happy to answer them as always.
Thanks for reading!
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Thanks for explaining what clickhouse is doing in plain English 🙏 👍
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Илья retweeted
May 11
ClickHouse obtains query-ready data at 22× lower cost and delivers 28× better write-side cost-performance, using Snowflake as a measured contrast point.
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Even if ClickHouse becomes $100B company in 2030, that’s at best $25B stake for Nebius which is not even half their market cap.
Even if it grows to $200B — the stake will be worth less.
Tough take unless you think ClickHouse will be worth 300-400 billion
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kkkkkkkk retweeted
I’ve been saying that by 2030 $NBIS stake in ClickHouse will be worth more than today’s NBIS market cap. Meaning, for people who go heavy in this stock have a huge safety net that back them up….not to mention Avride or the other subsidiaries.
Amazing.
$NBIS Hidden gem many don’t know about (ClickHouse)
So I gained a lot of followers because of this company, and I already explained what Token Factory is and how it is important for $NBIS. However, there is one more asset Nebius owns that many investors either overlook or underestimate its potential.
Let me present you: ClickHouse
It is an open-source columnar database designed for online analytical processing (OLAP), originally developed by Yandex.
To explain it in basic terms, if you store data in databases (most typical transactional databases like PostgreSQL or MySQL), you do it row by row, because, for example, banks often want to search information about a given customer, so they just search for the ID of the customer, and the whole row pops up and they get everything about the customer they care about.
But imagine you have 1 billion rows, 50 columns, and you care about, for example, the average spending in the whole database. This is where ClickHouse comes in and uses column-by-column storing. Then, instead of reading 50 billion values, a column-based database might read only 1 billion values. Obviously, the idea is more sophisticated, where ClickHouse developed additional compression algorithms, but for our explanation, this is sufficient, as you now know what ClickHouse does. Importantly, the main advantage is that it often stores data using 5-10x less space than traditional databases.
To give you an example, imagine you operate 100,000 GPUs and every second, that GPU sends information such as:
- timestamp
- GPU ID
- temperature
- utilization
- memory usage
100,000 GPUs -> 1 month = 259,200,000,000 records
And now an engineer asks: "What was the average GPU utilization by hour last week?"
Instead of going through all rows, the query only needs timestamp and utilization and you save a lot of time.
And you know who uses ClickHouse? The biggest players such as OpenAI, Anthropic, Meta, Tesla, Cisco, Alibaba, Spotify and many others.
So, now that you get the importance of the company, what if I told you that $NBIS owns approximately 28% of ClickHouse and its valuation is growing rapidly.
In May 2025, the company was valued at rougly $6.35B
In January 2026, the valuation increased to $15B, which is ~236% increase in 7 months, think about the speed of this.
If we would expect the company to "only" double its valuation throughout the whole 2026, we would get to $30B.
Implying $NBIS’s stake being worth $8.4B (current market cap is $59B).
What’s funny is that many investors have no idea what ClickHouse is and they think it is just some small partner or whatever, but it might soon represent $10B stake for $NBIS.
If you have any questions, I am happy to answer them as always.
Thanks for reading!
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system.parts in ClickHouse shows you everything about your storage.
Row counts. Compressed size. Uncompressed size. Part count per table.
Before optimizing, check system.parts.
You can't tune what you haven't measured.
#ClickHouse #DataEngineering
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I’m pretty sure $NBIS will never allow an acquisition of Avride as Avride is also an important part of their physical AI layer. Clickhouse might be a sell in the future for more capital 🤔
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1/ 🧵
이 글 정리가 너무 좋아서 한국어로 쉽게 풀어봄.
$NBIS의 숨은 자산, ClickHouse.
이게 왜 100억 달러짜리가 될 수 있는지 👇🧵
2/
일단 ClickHouse가 뭐냐.
데이터 분석용 데이터베이스인데,
핵심은 ‘열’ 단위로 저장한다는 거임.
보통 DB는 ‘행’ 단위야.
은행처럼 “고객 ID 치면 정보 다 나와”
하는 덴 행 방식이 딱이거든.
3/
근데 데이터가 10억 줄인데 알고 싶은 건
“평균값” 딱 하나라고 쳐봐.
행 방식은 필요도 없는 값까지 다 읽어야 됨.
ClickHouse는 그 열 하나만 쏙 읽어.
그래서 훨씬 빠르고
저장 공간도 5~10배 적게 먹음.
4/
예시.
GPU 10만 대가 1초마다
온도·사용률 기록하면
한 달에 데이터 2,600억 건 쌓임.
근데 “지난주 시간대별 평균 사용률 뽑아줘”
하면 ClickHouse는 필요한 부분만 골라서 순삭함.
차원이 다른 거임.
5/
그래서 누가 쓰냐고?
OpenAI, Anthropic, Meta, Tesla, Cisco, 알리바바, 스포티파이.
그냥 탑급들이 다 씀.
장난감이 아니라는 뜻이야.
6/
여기서 본론.
$NBIS가 이 ClickHouse 지분을 약 28% 들고 있음.
2025년 5월 63.5억 달러 → 2026년 1월 150억 달러.
7개월 만에 236%.
7/
올해 두 배만 더 올라 300억 달러 된다고 보수적으로 잡아도 NBIS 지분 가치가 84억 달러.
지금 NBIS 시총 590억인데 절대 작은 숫자 아님.
처음에 말한 100억 달러짜리 자산, 그냥 하는 말이 아님.
다들 “작은 협력사”로 아는 게 오히려 기회일 수도.
(숫자는 인용 원문 기준, 투자 권유 아님)
$NBIS Hidden gem many don’t know about (ClickHouse)
So I gained a lot of followers because of this company, and I already explained what Token Factory is and how it is important for $NBIS. However, there is one more asset Nebius owns that many investors either overlook or underestimate its potential.
Let me present you: ClickHouse
It is an open-source columnar database designed for online analytical processing (OLAP), originally developed by Yandex.
To explain it in basic terms, if you store data in databases (most typical transactional databases like PostgreSQL or MySQL), you do it row by row, because, for example, banks often want to search information about a given customer, so they just search for the ID of the customer, and the whole row pops up and they get everything about the customer they care about.
But imagine you have 1 billion rows, 50 columns, and you care about, for example, the average spending in the whole database. This is where ClickHouse comes in and uses column-by-column storing. Then, instead of reading 50 billion values, a column-based database might read only 1 billion values. Obviously, the idea is more sophisticated, where ClickHouse developed additional compression algorithms, but for our explanation, this is sufficient, as you now know what ClickHouse does. Importantly, the main advantage is that it often stores data using 5-10x less space than traditional databases.
To give you an example, imagine you operate 100,000 GPUs and every second, that GPU sends information such as:
- timestamp
- GPU ID
- temperature
- utilization
- memory usage
100,000 GPUs -> 1 month = 259,200,000,000 records
And now an engineer asks: "What was the average GPU utilization by hour last week?"
Instead of going through all rows, the query only needs timestamp and utilization and you save a lot of time.
And you know who uses ClickHouse? The biggest players such as OpenAI, Anthropic, Meta, Tesla, Cisco, Alibaba, Spotify and many others.
So, now that you get the importance of the company, what if I told you that $NBIS owns approximately 28% of ClickHouse and its valuation is growing rapidly.
In May 2025, the company was valued at rougly $6.35B
In January 2026, the valuation increased to $15B, which is ~236% increase in 7 months, think about the speed of this.
If we would expect the company to "only" double its valuation throughout the whole 2026, we would get to $30B.
Implying $NBIS’s stake being worth $8.4B (current market cap is $59B).
What’s funny is that many investors have no idea what ClickHouse is and they think it is just some small partner or whatever, but it might soon represent $10B stake for $NBIS.
If you have any questions, I am happy to answer them as always.
Thanks for reading!
1
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Full stack ,fully integrated ai solution
That’s what $NBIS offers
$IREN offers masonry experience an power and buys hardware set ups from $DELL
Invest accordingly
Which one hs ownership in clickhouse the @databricks competitor ? I forget
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Iulyan retweeted
Jun 10
ClickHouse is partnering with @datadoghq. Yeah, you read that right. But why?
"We love Datadog, but we don't want to choose which logs to keep."
You've probably heard this before. Maybe you've said it yourself.
That's why we're excited to announce a new partnership with Datadog. You get the Datadog experience you already know, combined with the scale and full-fidelity telemetry retention of ClickHouse.
clickhouse.com/blog/datadog-…
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