Nebius

“"NVIDIA's capital lands at infrastructure, specifically CoreWeave, Nebius, and Nscale."”

“Every investor who co-invested alongside NVIDIA in CoreWeave, Nebius, and Nscale is seeing strong returns now.”

“Roman at Nebius said, he said if consolidation happens and there's Anthropic and OpenAI or two or three dominant providers, that is the biggest threat to Nebius.”