Episode 106 - The $25 Billion Bet: Can Nebius Build the AI Backbone of the Future?
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
Episode 106 - The $25 Billion Bet: Can Nebius Build the AI Backbone of the Future?
-
Narrated by:
-
By:
📈Summary:
Nebius Group is making one of the boldest bets in AI infrastructure today: spending up to $25 billion despite generating only about $400 million in quarterly revenue. In this episode, we examine how the company transformed into an AI-native hyperscaler, why its cloud business is growing over 800% year-over-year, and how partnerships with ** Microsoft, ** Meta, and ** NVIDIA** are helping fund its massive expansion.
We also explore the risks: execution challenges, data center buildouts, community opposition, and the possibility that future AI breakthroughs reduce the need for massive computing infrastructure. The ultimate question: in the AI gold rush, will the biggest winners be the companies creating the algorithms—or the ones controlling the power and compute behind them?