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$NBIS co-founder Roman Chernin explained why the next AI bottleneck is running inference efficiently at scale. That’s why Nebius is building Token Factory around model optimization, orchestration & agentic AI deployment instead of acting like a basic GPU rental business.

Shay Boloor

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129,635 views • 2 months ago •via X (Twitter)

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Jim Cramer on Leopold Aschenbrenner’s $NBIS stake “When this man touches something, it turns to gold.” The next AI bottleneck is efficient inference at scale which is why Nebius Token Factory is built around optimization, orchestration and agentic deployment rather than basic GPU rental.

Jim Cramer on Leopold Aschenbrenner’s $NBIS stake “When this man touches something, it turns to gold.” The next AI bottleneck is efficient inference at scale which is why Nebius Token Factory is built around optimization, orchestration and agentic deployment rather than basic GPU rental.

Shay Boloor

289,153 views • 2 months ago

The defining differentiator in AI right now isn't model performance, it's cost per token. Because in this market, efficiency is what turns demand into actual growth. Roman Chernin of Nebius outlines why inference economics are becoming the central challenge, as companies operating on thin margins need infrastructure that can scale without eroding profitability. Token Factory reflects that shift, focusing on orchestration, optimization, and full-stack control to make AI systems economically viable.

The defining differentiator in AI right now isn't model performance, it's cost per token. Because in this market, efficiency is what turns demand into actual growth. Roman Chernin of Nebius outlines why inference economics are becoming the central challenge, as companies operating on thin margins need infrastructure that can scale without eroding profitability. Token Factory reflects that shift, focusing on orchestration, optimization, and full-stack control to make AI systems economically viable.

Six Five Media

294,803 views • 3 months ago

$NVDA CEO Jensen Huang praised $NBIS during his keynote. Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale.

$NVDA CEO Jensen Huang praised $NBIS during his keynote. Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale.

Shay Boloor

347,413 views • 1 month ago

Interview with Nebius Co-Founder Roman Chernin Please like & share this video so that all $NBIS investors on X will see it! :) If you prefer watching on YouTube: Timestamps: 00:00 - Why AI Infrastructure Is So Hard to Understand 00:24 - Market Fragmentation and What Actually Differentiates Providers 01:30 - Consolidation, Segmentation, and the Future AI Cloud Landscape 02:56 - What Analysts and VCs Still Get Wrong About AI Infrastructure 05:34 - Nebius Cloud: Product Readiness and Customer Proof Points 07:42 - Why Inference Workloads Are Exploding 09:11 - Training vs. Inference: How AI Models Actually Reach Production 10:10 - Why Inference Market Share May Concentrate Around a Few Winners 12:36 - Customer Use Cases: Coding, Enterprise AI, and Real-World Adoption 14:01 - Why Integrated Training and Inference Matter Strategically 16:01 - Building Scalable AI Infrastructure With High Utilization 18:24 - Token Factory: Inference as a Managed Service 20:24 - Revolut Case Study: AI-Driven Product Enhancements 22:56 - Token Factory Performance Optimization and Competitive Advantage 25:07 - Scale, Capacity, and Efficiency as Growth Drivers 28:36 - Why Inference Capacity Could Become the Next Major Bottleneck 30:10 - How Nebius Benchmarks Performance Across Providers 33:14 - The Future Size and Shape of the Inference Market 36:38 - Value-Based Pricing: Moving Beyond Cost per GPU Hour 40:55 - How Nebius Wins Deals: Quality, Performance, and Customer Experience 44:53 - Autonomous AI Platforms and the Rise of Agent-Based Models 47:28 - Tavily, Agentic Applications, and the Next Layer of the AI Stack 50:45 - Strategic Trade-Offs: Scaling, Product Roadmap, and Customer Relevance 55:40 - Final Thoughts: Adapting to the Next Shift in AI Workloads Nebius Roman Chernin

Interview with Nebius Co-Founder Roman Chernin Please like & share this video so that all $NBIS investors on X will see it! :) If you prefer watching on YouTube: Timestamps: 00:00 - Why AI Infrastructure Is So Hard to Understand 00:24 - Market Fragmentation and What Actually Differentiates Providers 01:30 - Consolidation, Segmentation, and the Future AI Cloud Landscape 02:56 - What Analysts and VCs Still Get Wrong About AI Infrastructure 05:34 - Nebius Cloud: Product Readiness and Customer Proof Points 07:42 - Why Inference Workloads Are Exploding 09:11 - Training vs. Inference: How AI Models Actually Reach Production 10:10 - Why Inference Market Share May Concentrate Around a Few Winners 12:36 - Customer Use Cases: Coding, Enterprise AI, and Real-World Adoption 14:01 - Why Integrated Training and Inference Matter Strategically 16:01 - Building Scalable AI Infrastructure With High Utilization 18:24 - Token Factory: Inference as a Managed Service 20:24 - Revolut Case Study: AI-Driven Product Enhancements 22:56 - Token Factory Performance Optimization and Competitive Advantage 25:07 - Scale, Capacity, and Efficiency as Growth Drivers 28:36 - Why Inference Capacity Could Become the Next Major Bottleneck 30:10 - How Nebius Benchmarks Performance Across Providers 33:14 - The Future Size and Shape of the Inference Market 36:38 - Value-Based Pricing: Moving Beyond Cost per GPU Hour 40:55 - How Nebius Wins Deals: Quality, Performance, and Customer Experience 44:53 - Autonomous AI Platforms and the Rise of Agent-Based Models 47:28 - Tavily, Agentic Applications, and the Next Layer of the AI Stack 50:45 - Strategic Trade-Offs: Scaling, Product Roadmap, and Customer Relevance 55:40 - Final Thoughts: Adapting to the Next Shift in AI Workloads Nebius Roman Chernin

Daniel Koss

203,706 views • 3 months ago

My full interview with Roman Chernin, Co-founder & Chief Business Officer of Nebius Nebius just signed a $17 billion deal with Microsoft and a $3 billion deal with Meta. These are two of the biggest tech companies on Earth - and they're coming to Nebius for AI infrastructure. But the company does so much more than that: - Full-stack AI cloud (data centers → software → managed services) - Nebius Token Factory Nebius Token Factory for managed inference & post-training - Partners include Shopify, Higgsfield, Jetbrains My 5 takeaways with Roman Chernin below - thanks for the conversation! Full interview also available on YT ⬇️ Timestamps: 00:00 - Introduction 01:47 - Overview of Nebius $NBIS 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 - Why AI adoption will surprise us

My full interview with Roman Chernin, Co-founder & Chief Business Officer of Nebius Nebius just signed a $17 billion deal with Microsoft and a $3 billion deal with Meta. These are two of the biggest tech companies on Earth - and they're coming to Nebius for AI infrastructure. But the company does so much more than that: - Full-stack AI cloud (data centers → software → managed services) - Nebius Token Factory Nebius Token Factory for managed inference & post-training - Partners include Shopify, Higgsfield, Jetbrains My 5 takeaways with Roman Chernin below - thanks for the conversation! Full interview also available on YT ⬇️ Timestamps: 00:00 - Introduction 01:47 - Overview of Nebius $NBIS 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 - Why AI adoption will surprise us

Elliot Garreffa

29,384 views • 5 months ago

Most AI projects don't fail because models aren't good enough. They fail because inference economics don't scale. During #CXOSpice, Roman Chernin Nebius broke it down: ✅Closed models kill margins ✅Open models unlock control, if you can run them well ✅DataData only becomes a moat when inference is sustainable One team cut inference costs 26× in production. Only 30% of orgs use AI at scale, mostly in 1% of workloads. We're just getting started. Full conversation: #AI #Inference #TechInnovation Learn more about Nebius Token Factory:

Most AI projects don't fail because models aren't good enough. They fail because inference economics don't scale. During #CXOSpice, Roman Chernin Nebius broke it down: ✅Closed models kill margins ✅Open models unlock control, if you can run them well ✅DataData only becomes a moat when inference is sustainable One team cut inference costs 26× in production. Only 30% of orgs use AI at scale, mostly in 1% of workloads. We're just getting started. Full conversation: #AI #Inference #TechInnovation Learn more about Nebius Token Factory:

Helen Yu

13,662 views • 6 months ago

$NBIS cofounder Roman Chernin describes how their recent acquisitions of Eigen AI and Clarifai were all about speed, incredible talent, and acceleration: "The philosophy is very simple. We need to build so many things, and we need to move so fast, that we're always looking for people who can accelerate us. It should be exceptional talent, and/or something that has a great adoption." "Our two recent acquisitions [were] two teams that work on inference optimization. A big part of our business is how efficiently we convert GPUs into tokens. And these two teams — Eigen AI and Clarifai — one is focused on model optimization, the engine of inference. How you run specific models and all the techniques around spec decoding, quantization, and so on." "And the other is system optimization. All the routing, KV caching, and orchestration across the big cluster of compute and so on." "We have a very strong internal team working on inference. But we felt that we needed to move faster, bring more capabilities. Because the market is so fast."

$NBIS cofounder Roman Chernin describes how their recent acquisitions of Eigen AI and Clarifai were all about speed, incredible talent, and acceleration: "The philosophy is very simple. We need to build so many things, and we need to move so fast, that we're always looking for people who can accelerate us. It should be exceptional talent, and/or something that has a great adoption." "Our two recent acquisitions [were] two teams that work on inference optimization. A big part of our business is how efficiently we convert GPUs into tokens. And these two teams — Eigen AI and Clarifai — one is focused on model optimization, the engine of inference. How you run specific models and all the techniques around spec decoding, quantization, and so on." "And the other is system optimization. All the routing, KV caching, and orchestration across the big cluster of compute and so on." "We have a very strong internal team working on inference. But we felt that we needed to move faster, bring more capabilities. Because the market is so fast."

TBPN

30,486 views • 2 months ago

For years, the AI race has been about building bigger models. Sudip Roy, Co-Founder of adaption, believes the next frontier is AI that continuously adapts instead. If he's right, one of AI's biggest assumptions is about to change. Listen to the latest episode of Nebius for Startups podcast: 🎧

For years, the AI race has been about building bigger models. Sudip Roy, Co-Founder of adaption, believes the next frontier is AI that continuously adapts instead. If he's right, one of AI's biggest assumptions is about to change. Listen to the latest episode of Nebius for Startups podcast: 🎧

Nebius

10,668 views • 15 days ago

What is a "token factory"—and why is China building them? China's first city-level green token factory is taking shape in Changzhou, where renewable energy will power the production of 60 trillion AI tokens each year. Unlike traditional factories, token factories generate the digital building blocks that AI models use to understand and create text. As AI demand continues to surge, China is combining clean energy with next-generation computing to build a more efficient and sustainable AI infrastructure.

What is a "token factory"—and why is China building them? China's first city-level green token factory is taking shape in Changzhou, where renewable energy will power the production of 60 trillion AI tokens each year. Unlike traditional factories, token factories generate the digital building blocks that AI models use to understand and create text. As AI demand continues to surge, China is combining clean energy with next-generation computing to build a more efficient and sustainable AI infrastructure.

Hi,GBA

59,590 views • 9 days ago

$IREN CO-FOUNDER DANIEL ROBERTS: IF SOMEONE WANTED TO BUILD A 1GW AI FACTORY TODAY, THEY LIKELY WOULDN’T GET THEIR FIRST COMPUTE ONLINE UNTIL 2030. THAT SHOWS JUST HOW SEVERE THE POWER BOTTLENECK HAS BECOME ACROSS AI INFRASTRUCTURE. THAT’S WHY ENERGY AND POWER INFRASTRUCTURE PLAYS IN $BE AND $FPS ARE BECOMING INCREASINGLY IMPORTANT AS THE COMPUTE FOOTPRINT OF BUILDERS LIKE $NBIS, $WULF, AND $APLD CONTINUES TO EXPAND.

$IREN CO-FOUNDER DANIEL ROBERTS: IF SOMEONE WANTED TO BUILD A 1GW AI FACTORY TODAY, THEY LIKELY WOULDN’T GET THEIR FIRST COMPUTE ONLINE UNTIL 2030. THAT SHOWS JUST HOW SEVERE THE POWER BOTTLENECK HAS BECOME ACROSS AI INFRASTRUCTURE. THAT’S WHY ENERGY AND POWER INFRASTRUCTURE PLAYS IN $BE AND $FPS ARE BECOMING INCREASINGLY IMPORTANT AS THE COMPUTE FOOTPRINT OF BUILDERS LIKE $NBIS, $WULF, AND $APLD CONTINUES TO EXPAND.

Vivek Sen

212,573 views • 1 month ago

$NVDA networking is now running at a $60B+ annualized pace, growing ~200% YoY and nearly the size of $AVGO total 2025 revenue. As AI clusters scale, the bottleneck becomes how fast GPUs, CPUs, memory and storage move data together because even the best chips underperform if the network cannot keep up. This is why Nvidia is selling the full AI factory stack.

$NVDA networking is now running at a $60B+ annualized pace, growing ~200% YoY and nearly the size of $AVGO total 2025 revenue. As AI clusters scale, the bottleneck becomes how fast GPUs, CPUs, memory and storage move data together because even the best chips underperform if the network cannot keep up. This is why Nvidia is selling the full AI factory stack.

Shay Boloor

60,964 views • 2 months ago

$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.

$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.

Shay Boloor

589,512 views • 2 months ago

NVIDIA Vera Rubin is in full production and arrives just in time for the next frontier of AI. The #NVIDIARubin platform uses extreme co-design across six new chips to accelerate agentic AI, advanced reasoning and massive-scale MoE model inference. NVIDIA Vera Rubin NVL72: Six new chips, one AI supercomputer — see how we built it.

NVIDIA Vera Rubin is in full production and arrives just in time for the next frontier of AI. The #NVIDIARubin platform uses extreme co-design across six new chips to accelerate agentic AI, advanced reasoning and massive-scale MoE model inference. NVIDIA Vera Rubin NVL72: Six new chips, one AI supercomputer — see how we built it.

NVIDIA Data Center

27,643 views • 6 months ago

20 companies that will dominate the next decade: 1/ Nebius $NBIS is redefining cloud computing for the age of AI, offering an infrastructure platform designed specifically for building and running AI models. Nebius services will help both large and small AI companies build innovative AI solutions in robotics, healthcare, finance, military, agriculture, drug discovery, material sciences, and many more. The company just signed a massive 5-year $17.4B contract with Microsoft. It is currently expanding the data center business in: - Finland - Iceland - New Jersey - Alabama - UK - France - Israel

20 companies that will dominate the next decade: 1/ Nebius $NBIS is redefining cloud computing for the age of AI, offering an infrastructure platform designed specifically for building and running AI models. Nebius services will help both large and small AI companies build innovative AI solutions in robotics, healthcare, finance, military, agriculture, drug discovery, material sciences, and many more. The company just signed a massive 5-year $17.4B contract with Microsoft. It is currently expanding the data center business in: - Finland - Iceland - New Jersey - Alabama - UK - France - Israel

Ray Myers

125,869 views • 9 months ago

📽️ Here's my FULL INTERVIEW with Roman Chernin, Co-Founder and Chief Business Officer of $NBIS. It was a pleasure to chat with Roman about both AI infrastructure as a whole and what differentiates Nebius' approach, as well as how the company plans to build a sustainable business model over the long term. Once again, I want to thank the entire team for making this happen, as well as my audience for all your support throughout my journey. Without you, none of this would have been possible. I sincerely hope you enjoy watching this interview as much as I loved recording it. Also available on YouTube. ⬇️ Disclaimer: As of recording, M. V. Cunha holds a position in Nebius Group at $25.67/share.

📽️ Here's my FULL INTERVIEW with Roman Chernin, Co-Founder and Chief Business Officer of $NBIS. It was a pleasure to chat with Roman about both AI infrastructure as a whole and what differentiates Nebius' approach, as well as how the company plans to build a sustainable business model over the long term. Once again, I want to thank the entire team for making this happen, as well as my audience for all your support throughout my journey. Without you, none of this would have been possible. I sincerely hope you enjoy watching this interview as much as I loved recording it. Also available on YouTube. ⬇️ Disclaimer: As of recording, M. V. Cunha holds a position in Nebius Group at $25.67/share.

M. V. Cunha

619,169 views • 11 months ago

$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure. That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.

$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure. That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.

Sam Badawi

486,783 views • 2 months ago

$NBIS is not building a business around renting bare metal to hyperscalers. $NBIS is building toward becoming a hyperscaler itself. The CEO explained that the $27B deal with $META is effectively split into two parts: • $12B for providing bare metal capacity to $META • $15B of backstop capacity allowing $NBIS to leverage $META commitment to secure lower-cost financing for its own cloud infrastructure $NBIS isn't just selling capacity. It is using $META’s financial strength to accelerate the buildout of its own AI cloud platform while targeting thousands of AI companies and enterprises. This deal is bigger than revenue. It is strengthening the foundation for what $NBIS wants to become.

$NBIS is not building a business around renting bare metal to hyperscalers. $NBIS is building toward becoming a hyperscaler itself. The CEO explained that the $27B deal with $META is effectively split into two parts: • $12B for providing bare metal capacity to $META • $15B of backstop capacity allowing $NBIS to leverage $META commitment to secure lower-cost financing for its own cloud infrastructure $NBIS isn't just selling capacity. It is using $META’s financial strength to accelerate the buildout of its own AI cloud platform while targeting thousands of AI companies and enterprises. This deal is bigger than revenue. It is strengthening the foundation for what $NBIS wants to become.

Daniel

39,734 views • 2 months ago

"We were always a very poor imitation of a machine." Progress ep05 is live with Christian Angermayer, founder of atai Life Sciences and co-founder of Enhanced Games. We discuss why fear is the real risk of the next decade, why post-capitalism looks like a Roman Republic with robots, and why the Enhanced Games might be the Woodstock of bodily sovereignty.

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D. Scott Phoenix

105,457 views • 2 months ago