Video wird geladen...
Video konnte nicht geladen werden
SemiAnalysis ClusterMAX Lead Jordan Nanos explains how Nebius picked up demand CoreWeave couldn’t handle and then executed well enough to reach the Platinum tier of its GPU cloud rankings: “CoreWeave has set the standard. I mean, they are the best in terms of technology.” “These guys deploy 10,000 GPUs... show more
39,002 Aufrufe • vor 4 Tagen •via X (Twitter)
5 Kommentare

ElectronArtist_32vor 4 Tagen
@JordanNanos i love that 'we can't accept your $100M until May' is now a flex. turning away money is the most polite way of saying you're sold out

The Bullish Broke Guy Xvor 4 Tagen
@JordanNanos Demand spilling from $CRWV to Nebius says the bottleneck is not silicon, it is delivery. Both rent the same $NVDA chips; the winner is whoever has the power contract and the crew to build.

agileveredcapvor 4 Tagen
@JordanNanos All of them will probably do well. Even iren will eventually get good tech due to coding agents

Mikhail Avadyvor 4 Tagen
@JordanNanos they aren't that close @nebiusai is better

Brownvor 3 Tagen
@SemiAnalysis_ @JordanNanos Coreweave is giving their capacity to big customers and delivering much faster, not giving any rando with $100m immediate capacity
