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We think #GenAI will transform virtually every customer experience. That’s why we’re doubling down on all three layers of what’s called the GenAI “stack.” What do we mean by stack? Simple. Three layers, bottom to top. The “bottom layer” means the infrastructure. Think chips, servers, networking – the software,...

47,421 次观看 • 2 年前 •via X (Twitter)

6 条评论

Amazon 的头像
Amazon2 年前

⬇️ Read more about Amazon's AI leadership:

Amy Shannon 的头像
Amy Shannon2 年前

My goodness… I buy stuff from you and then I find out this company is antisemite. Disgusting!

Naturalized Deer 🇮🇱 的头像
Naturalized Deer 🇮🇱2 年前

@ajassy your employees mocking hostages. In Arabic Hudhaifa wrote: "She went to bring her father's drum and came back pregnant. -- Egyptian proverb" This is beyond disgusting.

Anita C BRENG ZE THUIS 🇮🇱 🎗️ 的头像
Anita C BRENG ZE THUIS 🇮🇱 🎗️2 年前

Bring him home!!!

Ellakay 的头像
Ellakay2 年前

You guys temporarily locked my account for no reason and no way of contacting customer service and I think it’s high time I give up on Amazon

UAPKer 的头像
UAPKer2 年前

WTF? Does my family need to stop ordering from Amazon every day?

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This is why Nebius will be a trillion dollar hyperscaler (Save this). Nebius is not building another GPU rental shop but rather building a vertically integrated hyperscaler that owns everything from the physical data center, to the server rack hardware it designs in house, to the software stack, to the inference delivery layer. Nearly every other neocloud is essentially a reseller of someone else's infrastructure but Nebius owns the full stack end to end and that distinction is the entire thesis. Here is why vertical integration is the winning architecture for the inference era. AWS and Azure were architected for general purpose computing and every AI workload they run sits on top of infrastructure that was never designed for it, patched, adapted and optimized after the fact. Nebius was built from day one specifically for AI which means every layer of the stack is purpose built and co optimized. The rack design, the networking topology, the cooling systems and the software that orchestrates it all are engineered together as a single system rather than assembled from parts that were never meant to work together. That architectural difference compounds with every passing quarter as AI workloads grow more complex and the performance gap between purpose built and general purpose infrastructure widens. The software layer is where the real competitive moat lives. Most infrastructure companies think of software as a wrapper around hardware while Nebius thinks of software as the product with hardware as the substrate it controls. The company is building an AI native cloud platform where the software layer handles model serving, inference optimization, fine tuning pipelines and developer tooling as first-class primitives. This matters because inference efficiency is almost entirely a software problem. Two companies running identical GPUs can deliver dramatically different performance and cost per token depending on how intelligently the software schedules, batches and routes inference requests across the cluster. Nebius is also building for a fundamental shift in how AI infrastructure gets consumed. Today, enterprise developers navigate massive cloud service catalogs spinning up clusters, managing configurations and building deep expertise in AWS or GCP-specific tooling. The next generation of builders will simply provision agents to interface with infrastructure directly. Nebius is architecting its software layer for that future , one where the interface between the developer and the compute abstraction layer looks nothing like what AWS built in 2006. The entire available capacity has been sold out every quarter. And that is the best possible validation that what Nebius is building is exactly what the market needs and that the market is willing to commit at a scale that makes the current valuation look like the beginning of a much longer story. Long Nebius and make sure to follow me Melvin for more overlooked AI stocks.

Melvin

34,306 次观看 • 2 个月前