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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
5 条评论

ElectronArtist_324 天前
@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 X4 天前
@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.

agileveredcap4 天前
@JordanNanos All of them will probably do well. Even iren will eventually get good tech due to coding agents

Mikhail Avady4 天前
@JordanNanos they aren't that close @nebiusai is better

Brown3 天前
@SemiAnalysis_ @JordanNanos Coreweave is giving their capacity to big customers and delivering much faster, not giving any rando with $100m immediate capacity
