AI

Ep 96: Nebius CTO on Racing the Hyperscalers Before AWS Wakes Up

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Based on the episode description, not a full transcript. Source evidence retrieved 02/11/2026, 14:04:26 UTC.

Briefings

Nebius, a Nasdaq-listed AI cloud provider, hosts CTO Danila Shtan to discuss market dynamics where hyperscalers like AWS and Google have not yet optimized open-model inference. Key facts include Nebius's infrastructure deals with Microsoft and Meta, 95% of current customers using modified models rather than vanilla ones, and a focus on prefill/decode disaggregation. The conversation addresses constraints such as chip scarcity, overbuilding infrastructure, and the role of large engineering orgs, while noting that open-model optimization remains far from optimized.

Key points

• Nebius is a Nasdaq-listed AI cloud provider with infrastructure deals with Microsoft and Meta.
• 95% of Nebius customers currently run modified models instead of vanilla ones.

Context

Nebius is a Nasdaq-listed AI cloud provider with infrastructure deals with Microsoft and Meta. The podcast explores why hyperscalers have not yet won the AI cloud market, focusing on open-model inference optimization and infrastructure constraints.

Limitations

Evidence is limited to a single episode transcript. Specific dates for chip scarcity or overbuilding are not provided. Uncertainty exists regarding the exact timeline for Nebius's infrastructure deals with Microsoft and Meta. No additional background on Nebius's financial performance or customer acquisition costs is supplied.

Generated by Bittrees-hosted qwen35-2b sha256:aaf42c8b7c3c on 02/11/2026, 14:39:13 UTC. Based on publisher-provided feed evidence; may not cover the full original article. Check the source for details.

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