Building AI at Scale: Interview with Nebius’ Co-Founder, Roman Chernin

Описание: Nebius just signed a $17 billion deal with Microsoft and a $3 billion deal with Meta - making them one of the fastest-growing AI infrastructure companies in the world. In this deep-dive with Roman Cherin (Co-Founder & Chief Business Officer), we unpack how they're building full-stack AI cloud infrastructure and how enterprises can best scale AI solutions.

Here's what we cover:

→ The Microsoft & Meta Deals: Breaking down the $17B Microsoft deal and $3B Meta partnership - why hyperscalers are coming to Nebius for dedicated GPU capacity and what this signals for the market.

→ Full-Stack AI Infrastructure: How Nebius builds everything from data centers to managed inference platforms - and why this vertical integration creates their competitive advantage.

→ Customer Segmentation Strategy: The three tiers of customers (hyperscalers, AI-native startups, enterprises) and how each has different infrastructure needs.

→ Token Factory Deep-Dive: Nebius's managed inference and post-training platform - how it helps companies switch from closed-source to open-source models at scale.

→ The Open Source vs Closed Source Debate: When to stick with GPT/Claude vs. switching to fine-tuned open models - and why it's all about scale and economics.

→ Enterprise AI Adoption Curve: Why classical enterprises are next in line for AI adoption - and what they need (compliance, integrations, managed services) to make the leap.

→ Real Customer Results: How companies like Prosus achieved 26x cost reduction compared to proprietary models using Nebius's infrastructure.

→ NVIDIA's $20B Groq Deal: What NVIDIA's acquisition means for the inference market and how Nebius plans to differentiate.

→ The Contrarian View: Roman's prediction that enterprise AI adoption will happen faster than anyone expects - and why we'll keep being surprised by the pace of change.

For more on Nebius, visit:
Website: https://nebius.com
Token Factory: https://nebius.com/services/token-fac...

Timestamps
00:00 - Introduction
01:47 - Overview of Nebius
03:23 - Roman's background and role at Nebius
04:10 - The $17B Microsoft & $3B Meta deals
05:29 - Why hyperscalers trust Nebius over building in-house
07:06 - Nebius's full-stack approach: Data centers to managed services
08:39 - Customer segmentation: Hyperscalers & Frontier AI Labs vs AI Startups vs Enterprises
14:41 - Token Factory explained: Managed inference & post-training
17:41 - When to switch from closed-source to open-source models
20:59 - Real results: Process achieves 26% cost reduction
25:05 - Why developers love building on Nebius
28:40 - AI agents and the future of infrastructure interaction
32:22 - NVIDIA's Groq acquisition: What it means for inference
35:38 - Roman's contrarian view: Why AI adoption will surprise us

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