Nebius Group NV ($NBIS) has entered the public markets with bold ambitions in AI cloud infrastructure. In this episode, we unpack its rapid rise from newcomer to listed company, its bet on GPUs and specialized platforms, and the challenges of scaling in one of tech’s most capital-intensive battlegrounds. With surging AI demand, multi-cloud adoption, and investor attention, Nebius could ride a massive wave—but faces fierce competition, supply constraints, and execution risks. Is it a challenger with real staying power, or just another hopeful in a crowded field?
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