The Rundown How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)
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Oct 5, 2025 In this discussion, Marc Boroditsky, the Chief Revenue Officer at Nebius, reveals how his company aims to become the AWS of AI. He delves into Nebius's partnerships with hyperscalers like Microsoft, showcasing their role in the booming GPU market. Marc offers insights on the significant $17 billion deal with Microsoft and the implications of rising demand for AI inference. He addresses challenges such as potential market overbuild and the innovative solutions Nebius is pursuing to scale its AI infrastructure.
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Different Customer Focus From Competitors
- NVIDIA invests in multiple neocloud players, but Nebius focuses more on hyperscaler-class customers and startups via NVIDIA Inception.
- Nebius competes with CoreWeave in places but targets different go-to-market segments.
Why NVIDIA Prefers Partners Like Nebius
- Jensen Huang prioritizes partners who will continue buying NVIDIA chips rather than build their own silicon.
- Nebius emphasizes specialization to serve workloads beyond commoditized hyperscaler offerings.
Finance Capacity Expansion Strategically
- Secure diverse capitalization to fund rapid capacity expansion and avoid being supply-constrained.
- Use convertible offerings and strategic deals to monetize valuation and finance growth methodically.