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Birmingham News Today | 2 Min News | The Daily News Now!Birmingham Protests Nebius AI Data Center Birmingham residents protest Nebius AI data center, citing environmental and community concerns. Mayor Woodfin explains legal limitations, while Nebius promises to address power, water, and noise issues. City council considers new regulations for developer accountability amidst growth and community peace concerns. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:advertise@thednn.ai This is an automated, high-level news summary based on public reporting.Report issues to feedback@thednn.ai. View sources & latest updates:https://sources.thednn.ai/7f4aa90c0...

2026-04-2801 min

De Grote Tech Show | BNR Nebius: 'Na Meta en Microsoft worden Heineken en ABN AMRO onze belangrijkste klanten'Nebius is bouwer én beheerder van datacenters. Maar bouwt ook voor ontwikkeling en toepassing van AI. Daarom investeerde Nvidia er onlangs nog 2 miljard dollar in, ook met oog op het leveren van hun eigen chips. En ook sloot Meta een deal ter waarde van 27 miljard, om diensten bij Nebius af te nemen. Daarover praat Tom Blackwell, Chief Communications Officer bij Nebius, met Joe van Burik en Ben van der Burg in deze aflevering van De Grote Tech Show. Vragen, opmerkingen of suggesties? Mail ons! Op: degrotetechshow@bnr.nl De Grote Tech ShowDe Grote Te...

2026-04-2228 min $A Beginner\'s Guide to AI$

A Beginner's Guide to AI Democratizing AI: How Nebius Is Making AI Infrastructure Accessible for Everyone // REPOSTIn this episode of A Beginner’s Guide to AI, host Dietmar Fischer talks with Roman Chernin from Nebius, about how AI democratization is reshaping the enterprise world. Roman reveals what it really takes to move from prototype LLMs to reliable, scalable AI platforms - and why most companies don’t need to train their own models to harness AI’s potential. 📧💌📧 Tune in to get my thoughts and all episodes - don’t forget to subscribe to our Newsletter: ⁠beginnersguide.nl⁠ 📧💌📧From his early years at Yandex, where machine learning...

2026-04-1848 min

maydornsmeinung S&P 500, Nvidia, AMD, Nebius, GDS, Vertiv, BYD, Xpeng, SQM, Li-FT Power, RobinhoodDie Märkte zeigen sich robuster, als es die geopolitische Nachrichtenlage eigentlich vermuten ließe. Börsenexperte Alfred Maydorn wertet das als positives Signal. Selbst schlechte Schlagzeilen aus dem Nahen Osten hätten zuletzt kaum noch Druck erzeugt. Im Gegenteil: Dass der Markt auf negative Nachrichten nicht mehr mit neuen Abverkäufen reagiert, sei oft ein Zeichen dafür, dass viele Anleger bereits sehr defensiv positioniert sind. Gleichzeitig rückt die Berichtssaison wieder stärker in den Fokus – und die Erwartungen an die Unternehmensgewinne in den USA sind zuletzt sogar gestiegen. Für das erste Quartal werde inzwischen ein Gewinnwachstum von rund 13...

2026-04-1522 min

左兜进右兜摩根士丹利深度对比CoreWeave vs Nebius：谁才是AI基础设施的真正赢家？| Neocloud系列第一期报告信息：发布机构：摩根士丹利发布日期：2026年4月15日英文标题：Watt's New With The Neoclouds? CoreWeave vs. Nebius: Scaled Leadership + Visibility vs. Diversity + Optionality一句话背景：摩根士丹利推出全新Neocloud系列研报，首期深度拆解CoreWeave和Nebius这两家GPU云计算巨头在规模、融资、客户和盈利等维度的核心差异。本期三个核心问题： CoreWeave的规模领先优势，能否抵消它不断膨胀的债务风险？ Nebius的现货市场敞口和自有数据中心，能否转化为真正的利润优势？在AI算力供不应求的窗口期，Neocloud的终局竞争格局会是什么样？我们的官网首页：right-pocket.com美股模型策略业绩：right-pocket.com📊关于 RightPocket 量化模型系统基于量价模型的交易信息系统提供：信号 / 持仓 / 日志 / 风险状态不依赖主观判断，强调规则与执行一致性📌如果你觉得这期节目有帮助，欢迎在知识星球《左兜进右兜》获取更多顶级机构研报的筛选与解读。本期内容：主播小柒背后的男人右兜如需获得更多及时机构观点，欢迎加入我们的付费知识星球《左兜进右兜》量化模型交易信号，模型交易实时日志，欢迎加入我们的付费Discord社区，微信咨询：Right_pocket090

2026-04-1506 min

2026-04-141h 59 $The Information\'s TITV$

The Information's TITV OpenAI’s $102B Advertising Forecast, Nebius’ AI Acquisition Talks, Meta’s New AI ModelThe Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI’s internal projections to hit $102 billion in ad revenue by 2030. We also talk with Valida Pau about Nebius in talks to acquire Israeli startup AI21 and Laura Bratton about ServiceNow’s new agentic tool for the customer data wars. Lastly, we get into Meta’s $21 billion CoreWeave deal and new AI models with D.A. Davidson’s Gil Luria.Articles discussed on this episode: https://www.theinformation.com/articles/openai-forecasts-advertising-hit-102-billion-2030https://www.theinformation.com/articles/nebius-talks-buy-israeli-ai-startup-ai21-nvidia-dea...

2026-04-0932 min

Deze week Doorgelicht Nebius | Deze Week DoorgelichtHet Nederlandse AI-bedrijf Nebius steeg vorig jaar op de beurs met maar liefst 200%. Wordt dit het Europese antwoord op de Amerikaanse techreuzen? En is het eigenlijk een Nederlands bedrijf, of toch vooral Russisch? Elke week geeft Nina of Jim je een voorproefje van de nieuwste aflevering van Doorgelicht: de podcast waarin we de meest verhandelde aandelen doorlichten, zodat jij als belegger kan bepalen wat ze nou écht waard zijn! Luister hier naar Nebius Doorgelicht!See omnystudio.com/listener for privacy information.

2026-04-0801 min

The Nebius for Startups Podcast Building Across Internet Eras with Scott Kveton, Serial Entrepreneur, CEO & Co-founder of CaseMark🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast In this episode, we sit down with Scott Kveton—serial entrepreneur, Co-founder and CEO of CaseMark, and Co-founder of the Association for AI in Legal (A4L)—to explore what it means to build across multiple generations of the internet. With over 20 years of experience spanning Web1, Web2, Web3, and now AI, Scott has built and scaled companies at internet scale, with three successful exits and just as many hard-earned failures. From an early c...

2026-04-0718 min

The Nebius for Startups Podcast Making and Breaking Things: The Founder Mentality and Building in Emerging Markets with Nova and Postpay’s Tariq Sheikh🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast In this episode we sit down with Tariq Sheikh, Co-founder and CEO of Nova, a contract intelligence platform transforming how teams manage and analyze business documents. A self-described “third culture kid,” Tariq’s journey spans numerous countries across both Africa and Europe, stints in consulting, gold trading, and defense, and finally a series of successes scaling tech startups. He previously founded Postpay, the leading buy now, pay later provider in the Middle East, scalin...

2026-04-0722 min

The Nebius for Startups Podcast From Operator to Investor: Going Deep on the AI Landscape with Accel’s Sam Fold🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast At Slush 2025 in Helsinki, we sat down with Accel’s Sam Folds to unpack the breakneck pace of today’s AI startup landscape. From identifying emerging investment opportunities to how his technical background in gaming with Blizzard and as VP of Engineering at Checkout.com contributes to his perspective in VC. Sam shares how founders can better anticipate where the market is heading and why the next wave of startups is going deeper—targeting niche, verti...

2026-04-0727 min

Doorgelicht | BNR Nebius | Doorgelicht | Nederlandse groeibriljant of Russisch risico?Dit bedrijf begon in een klein kantoortje op de Amsterdamse Zuidas, maar heeft in korte tijd toch echt enorme sprongen gemaakt op de beurs: Nebius. Wordt dit het Europese antwoord op de Amerikaanse techreuzen? Het heeft wel een turbulente geschiedenis. Het is namelijk begonnen als Russische zoekmachine, maar werd uiteindelijk een Nederlandse NV. Hoe Nederlands is dit bedrijf nou echt? BNR-journalist Nina van den Dungen en analist Jim Tehupuring van 1Vermogensbeheer richten in deze aflevering van Doorgelicht de schijnwerper op dit Nederlands-Russische techbedrijf, zodat jij kan bepalen wat een aandeel Nebius nou echt waard is. W...

2026-04-0733 min

The Nebius for Startups Podcast Revolutionizing Healthcare and Small Business Efficiency with AI: Insights from Abridge co-founder Zachary Lipton🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast In this episode, we explore cutting-edge technological advancements with leaders from Abridge. Zach, an AI researcher and co-founder of Abridge, shares the company's mission to enhance human connections in healthcare by developing AI solutions that alleviate doctors' administrative burdens. He elaborates on the innovative use of AI in clinical settings to streamline documentation, improve patient-doctor interactions, and optimize healthcare practices. Zach shed light on the importance of efficient AI integration, the future...

2026-03-2627 min

The Nebius for Startups Podcast Exploring the Future of AI Video Generation with HeyGen's CTO Rong Yan🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast In this insightful episode, Rong Yan, the CTO of HeyGen, discusses the groundbreaking technology behind AI video generation and its potential to revolutionize video storytelling. Rong shares insights on HeyGen’s aim to make video creation accessible without the need for cameras, the challenges in developing realistic AI avatars, and the company’s commitment to privacy and safety. Furthermore, he addresses how AI could enhance multimedia communication and make video a more interactive and personaliz...

2026-03-2612 min

The Nebius for Startups Podcast AI for Good: Breaking Language Barriers and the Hybrid Work Revolution with Xuedong Huang, CTO at Zoom🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast Xuedong Huang is the Chief Technology Officer at Zoom. A leader in the AI revolution, he is currently spearheading the development of the Zoom AI Companion and its mission to transform how the world gets work done. What happens when your meeting software starts acting like a high-level executive assistant? In this episode, Xuedong breaks down the evolution of AI Companion 3.0 and its shift toward "Conversation to Completion" (C2C), a philosophy focuse...

2026-03-2611 min

The Nebius for Startups Podcast Revolutionizing SMBs with AI-Powered Business Solutions | Motion CEO, Harry Qi🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast Join us as we dive into the transformative world of Motion, a company delivering 'AI and business in a box' solutions to SMBs and mid-market enterprises. In this episode, we discuss how Motion is automating workflows, bridging the gap between small businesses and Fortune 500 capabilities, and the journey behind their rapid scale-up. Learn from their founder about the importance of stability, future plans for new product launches, and the enduring role of hum...

2026-03-2608 min

The Nebius for Startups Podcast Death to the Slide Deck: Building the "Anti-PowerPoint" with Grant Lee, Founder of Gamma🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast Grant Lee is the founder of Gamma. A former consultant who started his career in the advisory world, Grant previously worked at the startup Optimizely before deciding to tackle the universal frustration of manual slide formatting. In this conversation, Grant dives into why the traditional way of building presentations felt "broken" and how he’s building an "anti-PowerPoint" to fix it. The discussion covers the launch of Gamma 3.0, including: The AI Design Agent, A...

2026-03-2606 min

The Nebius for Startups Podcast Giving Ideas "Mass": The New Era of AI Storytelling with Alex Mashrabov Founder of Higgsfield AI🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast Alex is the founder of Higgsfield AI and a veteran of the social media space, having previously seen his company acquired by Snap. In this episode, we explore how Higgsfield AI is filling the gap between a creative idea and a finished video. Alex breaks down why they are moving away from simple text boxes to create more user-friendly interfaces that allow anyone to express themselves on platforms like TikTok and Instagram. We als...

2026-03-2613 min

The Nebius for Startups Podcast Overcoming Imposter Syndrome: Why Executives Have More FOMO Than You – with Marc Boroditsky, Chief Revenue Officer🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast Marc Boroditsky is a seasoned leader and ex-founder who has successfully built and scaled multiple companies. He currently holds a senior leadership position at Nebius, where he leverages his extensive background in enterprise sales and infrastructure to help the next generation of founders navigate the complexities of growth. In this episode, Marc dives deep into the mindset required to scale a startup in today’s competitive landscape. Marc also shares why founders should p...

2026-03-2618 min

The Nebius for Startups Podcast Amit's Vision: Integrating AI into ServiceNow's Ecosystem🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast In this episode, we sit down with Amit Zavery, the President, Chief Product Officer, and Chief Operating Officer at ServiceNow, who shares insights on the integration of AI into ServiceNow's platform. Amit discusses the importance of AI being a seamless part of the system, not a separate entity. He speaks on the strategic partnerships and the ecosystem-building approach ServiceNow adopts to ensure efficiency and scalability for enterprises and startups alike. Amit...

2026-03-2609 min

The Nebius for Startups Podcast Beyond Capital: The Fellowship VC Model with Alex Ren, Founding Partner of Fellows Fund🚀 Apply to Nebius for Startups: https://www.nebius.com/startups 🎧 Explore more episodes: https://www.nebius.com/startups/podcast Alex Ren is the Founding Partner of Fellows Fund and the organizer of Fellows Forum. A former entrepreneur, Alex has spent the last decade building a high-quality community of AI leaders, researchers, and tech executives—bridging the gap between deep technology and venture capital. In this conversation, Alex explains how Fellows Fund is rethinking the traditional VC model through a “fellowship” of 36 AI leaders who provide hands-on support and industry access to startups.

2026-03-2610 min

The Nebius for Startups Podcast Industrial Next: Building an AI Autopilot for Factories with Lukas PankauIn this episode, host Anubhav Maheshwari speaks with Lukas Pankau, co-founder and CEO of Industrial Next, an award winner from the NEAS Robotics and Physical AI Summit and Awards competition. Lukas shares how his and co-founder Alan’s experience at Tesla during the Model 3 ramp inspired them to bring modern autonomy and intelligence into factories, where industrial robots are typically pre-programmed and lack contextual understanding. He explains Industrial Next’s vision of an “AI autopilot for a factory,” including the need for deeper robot control than many manufacturers currently expose, the importance of integrating with legacy factory systems...

2026-03-2627 min

The Nebius for Startups Podcast Pioneering Autonomous Systems with Nomadic ML's CEO, Mustafa BalCurious about the latest in autonomous systems? In this episode of The Nubius for Startups podcast (special series from the Nebius Robotics and Physical AI Summit and awards competition), host Anubhav Maheshwari speaks with Mustafa Bal, co-founder and CEO of Nomadic ML. In recent years, the realm of autonomous systems has experienced rapid evolution and innovation, paving the way for groundbreaking changes in how these systems interact with the world around them. At the forefront of this transformative wave is Nomadic ML, co-founded by Mustafa Bal. This pioneering company is setting new standards in...

2026-03-2627 min

The Nebius for Startups Podcast From Autonomous Helicopters to Warehouse Co-Pilots with Sean Mitchell of Gather AISean Mitchell is the Vice President of Customer Operations at Gather AI, where he has spent the last six years scaling the company from its early advisory stages through to its Series B funding. With a deep focus on customer experience, Sean bridges the gap between complex robotics and the practical, high-stakes needs of modern warehouse managers. In this episode, we sit down with Sean to discuss how Gather AI is transforming "the black box" of the warehouse using autonomous drones and Vision AI. We explore the company’s fascinating origin story rooted in Carnegie Mellon PhD re...

2026-03-2624 min

The Nebius for Startups Podcast Decoding the GI Tract: Building the World’s Largest Endoscopy Data Moat with Matt Schwartz, CEO and Founder of VirgoMatt Schwartz is a biomedical engineer and the CEO and Founder of Virgo. Before launching Virgo in 2017, he served as a product manager at Intuitive Surgical, where he worked on the Da Vinci Robotic surgery system. Inside the Episode In this episode, Matt sits down to discuss how Virgo has captured the world’s largest dataset of gastrointestinal endoscopy videos, now totaling over 3 million procedures. Matt shares the founding story of the company, the challenges of convincing hospitals to embrace cloud storage, and the technical hurdles of building "EndoDINO," a self-supervised AI foundation model for endoscopic imaging....

2026-03-2633 min

The Nebius for Startups Podcast KW on Robotics Foundation Models, Five-Finger Dexterity, and RLWRLD DeploymentIn this episode of The Nebius for Startups podcast special series from the Nebius Robotics and Physical AI Summit and Awards, Anubhav Maheshwari speaks with Kangwook Lee (KW), Chief Business Officer of RLWRLD, an award winner in the foundation models, robot brains, and runtime category. Dive into how they are revolutionizing the robotics industry with their innovative approach to dexterous hand manipulation and humanoid integration. From collaborations with leading East Asian companies to preparing a global expansion, Real World's story is a testament to the potential of combining cutting-edge technology with strategic partnerships. Discover the key challenges...

2026-03-2623 min

名古屋ではたらく社長のITニュースポッドキャスト Ep.1024 NebiusとMetaが結んだ270億ドルの超大型契約──次世代AIインフラを巡る陣取り合戦（2026年3月19日配信）AIの開発競争がいかに激しく、そしてどれほど莫大な資金が動いているのか。そんな現在のテクノロジー業界の熱気を象徴するような超大型のニュースが飛び込んできました。2026年3月16日、AIに特化したクラウドインフラを提供するオランダの企業Nebiusが、アメリカのMetaと最大270億ドル、日本円にして約4兆円にも上る巨大なAIインフラの提供契約を結んだと発表しました。この驚異的な規模の契約発表を受け、アメリカのナスダック市場に上場しているNebiusの株価は大きく急騰し、市場の熱い視線を集めています。この契約は、向こう5年間にわたって、MetaがAIを開発・運用するための膨大な計算環境をNebiusが確保し提供するというものです。具体的には、2027年初頭から120億ドル分の専用の計算環境を稼働させ、さらに将来的に150億ドル分の追加の計算能力も購入するという非常にスケールの大きな内容となっています。ここで特に注目したいのが、今回提供されるインフラの心臓部として、AI半導体の絶対的王者であるNVIDIAの次世代プラットフォーム「Vera Rubin」が世界でもいち早く大規模に導入される予定であるという点です。現在、Metaをはじめ、MicrosoftやGoogle、Amazonといった巨大IT企業は、人間のように自然で賢い次世代のAIを作り出すために、これまでとは桁違いの計算パワーを必要としています。しかし、最新鋭の半導体を大量に確保し、それらを動かすための巨大なデータセンターを自社だけで一から建設するには、途方もない時間と労力がかかってしまいます。そこで、最新のAIインフラ構築に特化して急成長しているNebiusのような企業と強力なタッグを組み、未来の計算資源をいち早く「予約」しておくことが、熾烈なAI開発競争を生き抜くための生命線となっているのです。これまで、企業のシステムを支えるクラウド市場と言えば、AmazonやMicrosoftなどの巨大企業が大きなシェアを握る寡占状態が続いていました。しかし、今回のMetaとNebiusの巨額契約は、AIに特化した新しいプレイヤーが業界の勢力図を大きく塗り替えようとしていることを示しています。私たちが数年後、さらに便利で驚くようなAIサービスを当たり前のように使えるようになっている裏側には、こうしたインフラ企業同士の水面下の激しい陣取り合戦があるのだと、ぜひ心の片隅に留めておいていただければと思います。

2026-03-1803 min

2026-03-171h 11

The Finimize Daily Brief Foxconn Posted Weaker Profit, And Neocloud Nebius Shook Hands With MetaFoxconn posted weaker profit – but the firm’s not too worried about it – while neocloud Nebius shook hands with Meta on a giant AI infrastructure deal.Today’s stories:Foxconn’s Results Fell Short, Despite Record AI DemandMeta Struck A Giant Deal With Neocloud NebiusTry Finimize Pro

2026-03-1705 min

The AI News Daily Brief Nvidia's GTC Impact, Nebius-Meta Deal, and AI's Workforce InfluenceIn this episode, Bob kicks off with a look at Nvidia's announcements from the GTC conference, discussing their potential impact on the AI landscape. The episode then explores the significance of Nebius and Meta's new AI infrastructure deal, highlighting its potential effects on the industry. Bob examines Atlassian's recent layoffs within the context of their strategic pivot towards AI, and discusses the broader implications of AI on employment and the various reactions from industry stakeholders. The episode also addresses the issue of AI project failures, emphasizing the importance of collaboration for successful outcomes. Lastly, Bob delves into the cultural transformation...

2026-03-1610 min

Bloomberg Intelligence Meta to Spend Up to $27 Billion on Nebius AI InfrastructureWatch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses news that Meta Platforms will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group as it spends aggressively to compete with the industry’s top frontier models. Nebius will provide Meta $12 billion of dedicated capacity starting in early 2027, and Meta also committed to buying as much as $15 bill...

2026-03-1615 min

onvista podcast - Börse und Investments onvista Börse & Märkte: Commerzbank-Übernahme: Nebius KI-Deal, Coupang InsiderkaufWillkommen zu deinem täglichen Markt-Update mit Martin Goersch. Heute sind unter anderem diese Themen geplant:• Commerzbank – Übernahmeangebot im FokusEin großer europäischer Bankkonzern hat ein öffentliches Tauschangebot angekündigt. Welche Folgen könnte das für Aktionäre haben? Und wie bewertet der Markt den nächsten möglichen Schritt im europäischen Bankensektor?• Nebius – KI-Deal mit globalem Tech-KonzernEin langfristiger Infrastrukturvertrag im zweistelligen Milliardenbereich sorgt für Aufmerksamkeit. Welche Rolle spielt Nebius künftig im KI-Ökosystem großer Plattformunternehmen?• Coupang – Großes Ins...

2026-03-161h 02

Stock Movers Nebius Rises, Dollar Tree Up, Micron Gains on Earnings OptimismOn this episode of Stock Movers: - Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure. - Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies...

2026-03-1602 min

Stock Movers Meta Rises, Nebius Up, Dollar Tree Gains on Sales ProjectionOn this episode of Stock Movers: - Meta (META) shares rise after news it will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group NV. This comes as it spends aggressively to compete with the industry’s top frontier models. Reuters also reported on Friday that the social media giant is planning layoffs that could affect 20% or more of the company. - Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees st...

2026-03-1603 min

AI Radar: Daily Tech Brief Meta’s TPU Pivot, Nvidia’s $2B Nebius Deal & Musk’s OpenAI TrialThe AI hardware war intensifies as **Meta** reportedly considers shifting to **Google TPUs** to reduce reliance on Nvidia, shaking up the market. Meanwhile, **Nvidia** strikes back, securing its future infrastructure with a massive **$2 billion investment in Nebius Group** to deploy the next-gen **Rubin platform**.In the courtroom, the judge overseeing **Elon Musk’s lawsuit against OpenAI** expresses doubt over the **$134 billion** damages claim but allows the high-stakes trial to proceed to April 2026.Also on the radar: **OpenAI** aims for 1 billion users with new video scaling, and the **Pentagon** orders the immediate removal of **Anthropic** AI from mi...

2026-03-1504 min

AI Radar Italia: News Tech e AI Nvidia investe su Nebius, Meta punta ai TPU Google e il processo Musk-OpenAIIn questo episodio di AI RADAR: **Nvidia investe 2 miliardi** in Nebius per l'infrastruttura Rubin, mentre **Meta valuta i TPU di Google** per ridurre la dipendenza hardware. Aggiornamenti legali: il giudice dubita della richiesta di **134 miliardi di Musk** contro OpenAI, ma il processo continua.In breve:• **OpenAI** punta a 1 miliardo di utenti con la Video AI.• Il Pentagono bandisce **Anthropic** dai sistemi militari.Sources:• Simply Wall St: https://simplywall.st/stocks/us/software/nasdaq-nbis/nebius-group/news/nebius-group-nbis-is-up-264-after-nvidias-2-billion-ai-par• Times of India: https://timesofindia.indiatimes.com/technology/tech-news/after-saying-we-are-fine-for-months-nvidia-seemingly-accepts-that-google-and-meta-are-coming-for-it/articleshow/119024345.cms• Times of India...

2026-03-1503 min

AI Radar Italia: News Tech e AI Nvidia investe $2Mld su Nebius, Marketplace di Anthropic e i World Models di LeCunIn questo episodio di AI RADAR:**Nvidia** investe 2 miliardi di dollari in **Nebius** per potenziare l'infrastruttura cloud AI.**Anthropic** lancia il **Claude Marketplace**, un ecosistema enterprise che sfida OpenAI.**Yann LeCun** raccoglie oltre 1 miliardo per **AMI Labs**, puntando sui "World Models" fisici.In breve: **OpenAI** acquisisce Promptfoo per la sicurezza e **Alibaba Cloud** rilascia il modello Qwen-SEA-LION-v4.Sources:• Nvidia & Nebius: https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQGLCskSogTLriv2gGHVxWQ7rVr-GAkZwotZ6I4wVwz7F6U5_W6LQT2EPqgZZl3Q_FgDqxWE-HNPqy_aOllF0z90JLqiqjJe8Xwy5NkdaZpVu8zAhNLiMK8KFD5YyPC_B_gt9dxLUjnqDHsjIF5o6jgXFMPZhsB23711bv...

2026-03-1403 min

TechDaily.ai Nvidia’s $2B Nebius Bet and the Rise of Gigawatt AI FactoriesArtificial intelligence is often described as software in the cloud—but the reality is far more physical. In this episode of TechDaily.ai, David sits down with guest expert Sophia to unpack a massive market-moving announcement: Nvidia’s $2 billion investment in Nebius Group. The news sent Nebius stock soaring and revealed something far bigger than a single deal.This conversation explores how the AI boom is transforming into a global infrastructure race powered by GPUs, energy, and massive AI factories measured in gigawatts.You’ll hear how Nvidia is investing billions across the entire AI ecosys...

2026-03-1310 min

AI Radar: Daily Tech Brief Nvidia's $2B Bet on Nebius, Meta's 4 New Chips & US Bans ClaudeOn today's episode, the AI hardware wars escalate as **Nvidia invests $2 billion** in Nebius Group to build European "AI Factories," expanding its infrastructure beyond US giants. Meanwhile, **Meta unveils four new custom MTIA chips** on a rapid release cycle, signaling a major move to cut reliance on Nvidia for inference workloads.Also, the **US State Department has officially dropped Anthropic's Claude** following a directive labeling the model a "supply chain risk" due to disagreements over autonomous weapons usage.Finally, we touch on a global **Claude service outage** and OpenAI's new research on **securing AI agents** against...

2026-03-1204 min

AI Radar Italia: News Tech e AI Nvidia punta su Nebius, Meta sfida le GPU e lo stop USA a ClaudeIn questo episodio di AI RADAR analizziamo le mosse strategiche che stanno ridisegnando il panorama tecnologico.**Nvidia** ha annunciato un investimento di 2 miliardi di dollari in Nebius Group per costruire nuove "fabbriche di IA" in Europa, espandendo la sua infrastruttura cloud. Nel frattempo, **Meta** svela quattro nuove generazioni di chip proprietari MTIA, una mossa decisa per ridurre la dipendenza dai fornitori esterni e tagliare i costi.Sul fronte politico, il Dipartimento di Stato USA abbandona ufficialmente **Claude** di Anthropic a favore di GPT-4.1, in seguito alla direttiva del Presidente Trump sui rischi per la sicurezza nazionale.

2026-03-1202 min $The Information\'s TITV$

The Information's TITV Nvidia’s $2B Nebius Deal, Oracle’s Q3 Comeback, OpenAI to Launch Sora in ChatGPTTheory Ventures GP Tomasz Tunguz talks with TITV Host Akash Pasricha about Nvidia’s $2 billion bet on Nebius and Meta’s new custom AI chips. We also talk with Citi’s Tyler Radke about Oracle’s accelerating AI-driven cloud business and E-comm Reporter Ann Gehan about OpenAI’s ChatGPT apps and early struggles in online shopping, and we get into OpenAI’s Sora video model, its integration into ChatGPT, and the soaring costs of AI with Stephanie Palazzolo. Lastly, we chat about how AI is reshaping SaaS sales, ROI, and boardroom expectations with PwC’s Dallas Dolen.Arti...

2026-03-1149 min

Tech Update | BNR Nvidia investeert 2 miljard dollar in Nederlands cloudbedrijf NebiusNvidia gaat 2 miljard dollar investeren in Nebius om meer AI-capaciteit te realiseren. Het doel van de samenwerking is om voor ruim 5 gigawat aan capaciteit te zorgen voor het einde van 2030. Nvidia investeert al langer veel geld in de ontwikkeling van AI-infrastructuur. Rosanne Peters vertelt erover in deze Tech Update. Nebius, een afsplitsing van het Russische Yandex, krijgt met deze investering ook vroege toegang tot de meest geavanceerde chips van Nvidia. Denk aan de nieuwste Rubin-architectuur, de opvolger van de bekende Blackwell chips. Voor Nvidia betekent dat dus ook dat een deel van de investering weer terugvloeit.

2026-03-1103 min

2026-02-171h 06

GENESIS: AI-Driven Market Intelligence NEBIUS - Q4 2025Nebius Group closed 2025 with exponential revenue growth and its first adjusted EBITDA positive at the group level — a clear signal that scale is starting to translate into operating leverage.The company’s strategy is bold: build one of the largest dedicated AI cloud platforms in the world. Nebius is aggressively expanding global data center capacity, targeting over 3 gigawatts of contracted power by the end of 2026, with a roadmap aimed at reaching $7 to $9 billion in annualized recurring revenue.Unlike traditional cloud providers, Nebius is positioning itself as a pure-play AI infrastructure platform. It is deploying next-generation NVID...

2026-02-1214 min

AI Daily AI Tech Giants: Nebius' Rapid Rise and Unconventional AI's Hardware Revolution AI Daily Podcast Description AI Daily Podcast: Innovations in Artificial Intelligence Technology In this segment of the AI Daily Podcast, we delve into the rapid evolution of artificial intelligence technology, spotlighting Nebius, a company that's creating a buzz in the AI infrastructure space. Nebius, which saw its share price skyrocket by over 220% in 2025, has transitioned from its Russian roots to establish a significant presence in Amsterdam as a full-stack AI-cloud provider. They offer comprehensive solutions, including GPU-loaded data centers and software tools, enabling businesses to build and scale AI models efficiently. Nebius has g...

2025-12-0907 min

Data in Biotech Scaling AI infra in biotech with Saturn Cloud and NebiusDiscover how biotech and healthcare teams are fast-tracking research and development through AI and high-performance cloud infrastructure. Ross Katz sits down with Hugo Shi of Saturn Cloud and Ilya Burkov of Nebius to explore scalable, secure solutions for GPU-heavy AI workloads. From compliance to cost savings, this episode unpacks what it takes to innovate at scale in life sciences. What You'll Learn in This Episode: >> Why AI workloads in biotech demand specialized infrastructure >> How Saturn Cloud and Nebius simplify compliance, scale, and security for life sciences >> Real-world examples of...

2025-11-0552 min

Rapid Money Radio Nebius Surges 140% on AI Infrastructure Boom 11/03/25Nebius Surges 140% on AI Infrastructure Boom 11/03/25 Key Stories: Nebius, a company deeply embedded in the artificial intelligence infrastructure space, has been absolutely on fire, surging a remarkable 140% over the past three months. This incredible run is fueled by its strong partnerships with tech giants like Microsoft, the software and cloud computing leader, and Nvidia, the chip-making powerhouse. Analysts are pointing to Nebius’s rising Annual Recurring Revenue, or ARR, and the significant momentum in AI infrastructure as key drivers. All eyes are now on their upcoming Q3 earnings report, with many analysts seeing NBIS as a st...

2025-11-0300 min

Venture with Grace Marc Boroditsky, Nebius CRO on Scaling Cloud Infra & Enterprise AIMarc Boroditsky is the Chief Revenue Officer at Nebius and a seasoned tech executive with over 30 years of experience leading high-growth software companies. Previously, he served as CRO at Twilio, President of Revenue at Cloudflare, and VP at Oracle following the acquisition of Passlogix, one of several startups he founded and successfully exited to major acquirers including Cisco, Oracle, and Twilio. Marc has deep expertise across SaaS, cloud, and security, and is known for scaling organizations from early concept to billions in revenue while building world-class go-to-market and product strategies.Topics: -Scaling SaaS and Cloud Businesses from Zero to...

2025-10-281h 00

Hidden layers הכשרות בתחום הבינה המלאכותית: ראיון עם כרמל ונועה מ-Nebius Academyאני שמח לשתף פעולה בפעם השישית עם Nebius Academy (לשעבר YDATA) ולספר לכם על תוכנית ההכשרה שלהם לתחומים ה-AI. בפרק הזה ראיינתי את כרמל, מנהל התוכנית, ואת נועה, חוקרת בתחום ומרצה בתוכנית. בפרק הזה דברנו על הכשרות בתחום ה-AI ועל הקורס של Nebius Academy. שוחחנו על איך הסילבוס התעדכן עם כל ההתפתחויות בתחום, על ההכנה של הבוגרים לשוק העבודה, הפרויקט גמר ועוד הרבה נושאים נוספים. המחזור הבא מתחיל ממש בקרוב והמטרה של הפרק הוא להסביר לכם קצת יותר על התוכנית ולמי היא מתאימה. בינתיים מי שרוצה להירשם יכול להשתמש בקוד ההנחה שלנו ברישום: NebiusDS2025 לינק לפרטים נוספים: https://www.aifordatascience.nebius.com/?utm_medium=prt&utm_campaign=mdli_isr_y-data_25 לינק להרשמה: https://www.aifordatascience.nebius.com/application?utm_medium=prt&utm_campaign=mdli_isr_y-data_25

2025-10-1338 min

Rapid Money Radio AI Stock Nebius +300%; Apple Exec Shake-Up 10/05/25AI Stock Nebius +300%; Apple Exec Shake-Up 10/05/25 Key Stories: (NASDAQ:AAPL) is facing a significant executive reshuffle, with Chief Operating Officer Jeff Williams slated to depart by year-end and CEO Tim Cook’s future also under speculation. This signals potential shifts in leadership and strategic direction for the tech giant, drawing attention from Bloomberg’s Mark Gurman. Investors should monitor succession plans for their market impact. Read more Despite its strategic resource holdings, investors are left to weigh whether to disregard this downturn or re-evaluate the company’s current valuation. The market is assessing the long-term potential agains...

2025-10-0600 min

The Rundown How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)Nebius is one of the fastest-growing players in the AI infrastructure race. In this episode, Chief Revenue Officer Marc Boroditsky explains how Nebius is supplying compute power to giants like Microsoft, building next-gen data centers, and navigating the gold rush for Nvidia chips. We break down the economics behind the $17 billion Microsoft deal, the rising demand for inference, and growing fears of overbuild in the AI economy.

2025-10-0530 min

The 5-Minute Ticker – One stock, two friends, five minutes Nebius Group NV. $NBIS - The 5-Minute TickerNebius Group NV ($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?This podcast is for informational and...

2025-09-2106 min

茶水S的美股交易 Nebius的增长命门在谁手里？Nebius作为一家“AI基建股”，正凭借微软194亿美元的巨额订单和雄心勃勃的数据中心扩建计划，在全球AI热潮中展现出惊人的增长潜力。然而，该公司也面临对英伟达GPU的极度依赖、硬件差异化不足以及全球扩张中的固有风险，引发了其作为高增长潜力股或高危“赌徒”的争议。Nebius的增长命门在哪位大哥手里？

2025-09-2006 min

AIがAIのニュースを語る番組 AI業界を揺るがす194億ドル契約の衝撃〜ロシアから生まれ変わったNebius、Microsoftとの歴史的パートナーシップが示す未来〜アムステルダムのNebiusがMicrosoftと最大194億ドルのAIインフラ契約を締結しました。これは、元ロシアのYandexがウクライナ侵攻後に再出発した企業で、GPU不足が深刻化するAI市場の急成長に対応するため、その技術力とNVIDIAとの調達力、地政学的安定性が評価されたものです。この契約は、AIインフラ業界の専門化と構造変化を象徴しています。#AI #人工知能 #Microsoft #Nebius #Yandex #GPU #クラウド #データセンター #テック #スタートアップ #投資 #株価 #NASDAQ #インフラ #生成AI #ChatGPT #NVIDIA #アムステルダム #ロシア #制裁 #地政学 #イノベーション #未来 #テクノロジー #ビジネス

2025-09-1519 min

From Lab to Launch by Qualio Building the world of life science AI with Ilya Burkov, Global Head of Healthcare & Lifesciences Growth at Nebius AIIn this episode, Meg speaks to Ilya Burkov, the Global Head of Healthcare & Lifesciences Growth at Nebius AI.Nebius AI’s goal is simple: to provide the cloud infrastructure that will be the groundwork of the AI revolution we can all see happening in front of us. Nebius’ suite of tools helps life science companies gather data and then train, fine-tune and launch their AI models into the world.Ilya’s role is to oversee and drive the adoption of this cloud AI technology within the life science and healthcare sectors, placing him at the cuttin...

2025-09-1526 min

Chit Chat Stocks Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOLThe Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:(00:00) Introduction(02:06) Analyzing Chipotle's Performance(11:04) Duolingo's Disruption Concerns(19:39) AI Infrastructure and OpenAI's Cash Burn(31:50) Emerging Players in AI: Nebius(34:22) Shorting Stocks: Risks and Strategies(37:13) Exploring Cybersecurity Stocks(47:14) Gambling.com: A Marketing Agency in Online Gambling(47:43) The Internet of Things: SamSara's Business Model(49:51) Rubrik: Cybersecurity and Business Resilience(55:06) Bubble Watch: The State...

2025-09-121h 05

Stonkcast Opendoor CEO Announcement | Citron Short, Schneider Buys, Nebius & Oracle AI Deals | Market Check-In📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, and momentum plays and trade ideas.💸 Support Stonkcast: If you’re getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353This week’...

2025-09-1132 min

名古屋ではたらく社長のITニュースポッドキャスト Ep.553 Nebius、Microsoftと最大194億ドルのAIインフラ契約──Vineland“300MW級”拠点でGPU供給、株価は急騰（2025年9月11日配信）米国時間9月8日、NebiusがMicrosoftと5年で174億ドル、需要次第で最大194億ドル規模に達するAIインフラ供給契約を締結しました。供給は年内稼働予定のニュージャージー州Vineland拠点から段階的に開始し、Nebius株は時間外で40～60%超の急騰。AI計算需要の“第二の調達網”が、また一段厚みを増した格好です。ロイターやFT、WSJは金額と期間、Vineland起点の供給計画、株価急伸をそれぞれ伝えています。

2025-09-1104 min

maydornsmeinung Oracle, Nebius, Iris Energy, Applied Digital, Innodata, Credo, Baidu, Apple & CoDer Monat September gilt eigentlich als schwächster Börsenmonat, die Wall Street allerdings befindet sich nahe des Rekordhochs. Was ist dran an der Saisonalität der Aktienmärkte? Börsenexperte Alfred Maydorn und Moderator Marco Uome besprechen dies in der neuen Folge Maydorns Meinung. Ein weiteres Schwerpunktthema: künstliche Intelligenz. Außerdem im Fokus: Oracle, Nebius, Iris Energy, Applied Digital, Innodata, Credo, Baidu, Apple Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

2025-09-1024 min

The Finimize Daily Brief Nebius Bagged A Near $20 Billion Deal With Microsoft, And US Small Business Owners Are The Most Optimistic They’ve Been All YearNebius bagged a nearly $20 billion deal with Microsoft, proving that it’s not just investors who are obsessed with AI infrastructure, while American small business owners are the most optimistic that they’ve been all year.Try Finimize Pro

2025-09-1005 min

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News “Japan unterschätzt?” - Fox/Murdoch-Erbe, Oracle, Apple-Präsi, UnitedHealth, NebiusErfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt’s hier: scalable.capital/oaws. Mehr tiefgehende Analysen von uns? Gibt’s auf unserer Deep-Dive-Plattform. Könnt ihr hier einen Monat kostenlos testen: https://herohero.co/oaws/invites/RZJXWTIYRE. Das Real-Life Succession ums Medienimperium von Murdoch inkl. Fox & News Corp. ist zu Ende. Apples Präsi enttäuscht genau wie BMW. Tourmaline Bio, Wolfspeed, UnitedHealth & Nebius steigen. Anglo American & Teck Resources fusionieren. Oracle liefert. Der japanische Premierminister tritt zurück. Was bedeutet das für die Aktien...

2025-09-1014 min

2025-09-101h 38

AI Unraveled: Latest AI News, ChatGPT, Gemini, Claude, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias AI Daily News Rundown: 🤑Microsoft signs up to $19.4B AI deal with Nebius 🎬OpenAI backs ‘Critterz’ animated AI film 🩺 AI voice agents boost blood pressure monitoring 🧠 The Fascinating Way Neural Networks Mimic the Human Brain & more (Sept 09 2025)AI Daily Rundown: September 09th, 2025Hello AI Unraveled listeners, and welcome to today's news where we cut through the hype to find the real-world business impact of AI.Today's Headlines:🤑 Microsoft signs up to $19.4B AI deal with Nebius📉 Google concedes the open web is in “rapid decline”🎬 OpenAI backs ‘Critterz’ animated AI film🩺 AI voice agents boost blood pressure monitoring🧠 The Fascinating Way Neural Networks Mimic the Human Brain💽 OpenAI Takes AI Chip Supply into Its Own Hands📚 Anthropic Settlement Raises t...

2025-09-0918 min

Wall Street Breakfast Nebius rockets on $17B Microsoft dealNebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WOLF, PL, and moreBYD sees car brand wipeout in China as manufacturers go overseas - reportMurdoch family settles succession dispute with Lachlan remaining in control of News Corp and FoxIntel shuffles execs as it looks to boost growth; former co-CEO to...

2025-09-0905 min

Tägliche KI-News von Neulandpro KI‑NEWS 09/09/25: Microsoft lässt GPUs regnen – Nebius-Aktie explodiert!Dieser KI generierte Podcast fasst dir alle wichtigsten KI‑News des Tages zusammen! In der heutigen Folge geht’s um Microsofts Mega‑GPU‑Deal mit Nebius, Anthropic's Vorstoß für KI‑Sicherheit in Kalifornien, Amazon Musics neue Montags‑Playlist, Perplexitys „Zero Data Usage“-Angebot für Behörden und Alibaba’s gigantischen Trillion‑Parameter‑Sprung. Kurzweilig, spannend und immer auf den Punkt. Bleib dran und verpasse nichts!

2025-09-0915 min

Beurs en beleggen podcast De Aandeelhouder #242 | ASR, Intel, Nvidia, Aegon, Nebius, Ahold, OCI, China & veel meer!Nu lid worden van DeAandeelhouder Pro? Ga naar:https://www.deaandeelhouder.nl/login/?redirect_to=https://www.deaandeelhouder.nl/mijn-account/pro/Meer weten over de mogelijkheden bij Saxo Bank? Klik dan op deze link: https://www.home.saxo/nl-nl/campaigns/invest-for-less?cmpid=disp_cm_31945878_394457563_214280992&dclid=CNe1rrqHyokDFcbsEQgdtWcPJgLid worden van ProBeleggen? Ga naar: https://www.probeleggen.nl/aanmelden/registreren/Lid worden van de aandeelhouder? Ga naar: https://www.deaandeelhouder.nl/premium/In de wekelijkse podcast van DeAandeelhouder ontvangt deze week Peter Siks diverse experts uit de financiële wereld om te praten over...

2025-08-2253 min

maydornsmeinung Nvidia, AMD, Palantir, Nebius Group, Applied Digital, XpengBörsenexperte Alfred Maydorn und Moderator Andreas Agly haben in der neuen Folge Maydorns Meinung einiges zu besprechen: Aussagen von Sam Altman über eine mögliche KI-Blase, eventuelle Zinssenkungen von US-Notenbank Chef Jerome Powell, außerdem hat Alfred Maydorn für seinen Börsendienst maydornreport eine neue KI-Aktie entdeckt. Zudem im Fokus: Nvidia, AMD, Palantir, Nebius Group, Applied Digital, Xpeng Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

2025-08-2122 min

Venture with Grace Roman Chernin, Nebius CBO on AI Cloud Infra & Scaling Global PlatformsRoman Chernin is the Chief Business Officer and co-founder of Nebius, an AI-focused cloud infrastructure company. He is responsible for driving the company’s business strategy and growth. Roman's career spans over 20 years in the tech industry, with 12 of those years spent at Yandex, one of Europe's largest technology companies. He began his journey at Yandex leading the Search platform and later became CEO of the Geoservices business unit in 2016.Topics: Evolution of AI-Focused Cloud InfrastructureBuilding partnerships in the AI ecosystemAI Trends and Enterprise Adoption#AI #CloudInfrastructure #VentureCapital #TechLeadership

2025-08-161h 01

Chip Stock Investor Podcast CoreWeave (CRWV), Nebius (NBIS), and Neocloud Stock Analysis -- What Investors Need to KnowJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investors Nick and Kasey discuss CoreWeave and Nebius earnings after a hot Q2 2025 for investors. New neocloud IPO White Fiber also made its debut. What's in store for this new layer of data centers purpose built for the AI era? Learn financial metrics you'll need as you measure the progress of these companies.

2025-08-1412 min

2025-08-121h 59

Investor Intelligence Nebius: The Nvidia-Backed AI Stock You've Probably Never Heard OfAI is driving a gold rush in compute power. And Nebius is quietly selling the picks and shovels.In today’s episode, Finimize Analyst Russell Burns joins the pod to walk us through why this under-the-radar AI infrastructure firm might be one of the most overlooked growth stories out there. It’s lean, it’s scaling fast, it’s tight with Nvidia - and its stake in ClickHouse alone could be worth a chunk of its market cap. Try Finimize Pro

2025-07-3014 min

maydornsmeinung Bitcoin, Ethereum, Tesla, BYD, Xpeng, Nvidia, Innodata, Nebius, Iris Energy, BaiduZu Beginn der neuen Folge Maydorns Meinung widmen sich Experte Alfred Maydorn und Moderator Marco Uome dem Schwerpunktthema KI im Zusammenhang mit einem Interview aus dem SPIEGEL: „Sobald keine Täuschung mehr nötig ist, löscht sie die Menschheit aus“. Außerdem im Fokus: Bitcoin, Ethereum, Tesla, BYD, Xpeng, Nvidia, Innodata, Nebius, Iris Energy, Baidu Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

2025-07-2320 min

Just the Tips (by the Stock Jocks)Episode 23: $NBIS (Nebius): Long-term Grower, or Just a Near-Term Show-er?Send us a textRecorded 6/30/2025. The Stock Jocks give the bull/bear treatment to “neocloud” and AI-infrastructure specialist Nebius, perhaps the fastest-growing public tech company in history. As usual, The Jocks also reflect on recent market developments (the conflict in Iran, inflation, tariffs, deportations, etc.)

2025-07-0149 min

The AI Chopping Block Can You Clone a Founder? AI, Digital Twins & the Future of Work — with Fedor Zhdanov, Head of AI @ NebiusWhat if you could clone yourself and scale your output 10x? This isn't science fiction anymore.In this mind-expanding episode, we sit down with Fedor Zhdanov, Head of AI at Nebius, who brings over 20 years of AI experience from companies like Amazon and Microsoft. From building face recognition algorithms to shaping the future of responsible LLM infrastructure, Fedor is deep in the trenches of AI evolution.We discuss:Why trust is the true currency of AI adoptionThe rise of AI agents, digital clones, and

2025-06-2538 min

maydornsmeinung Bitcoin, Tesla, BYD, Xpeng, Robinhood, Nvidia, Nebius, Applied Digital, Iris EnergyZu Beginn der neuen Folge Maydorns Meinung kommen der Börsenexperte Alfred Maydorn und Moderator Andreas Agly auf den Nahost-Konflikt zu sprechen. Wie wirken sich die aktuellen Tendenzen auf den Gesamtmarkt aus? Außerdem im Fokus: Bitcoin, Tesla, BYD, Xpeng, Robinhood, Nvidia, Nebius, Applied Digital, Iris Energy Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

2025-06-2529 min

maydornsmeinung Bitcoin, Silber, Strategy, Metaplanet, Nvidia, AMD, Intel, Nebius, SolarEdge, JinkoDer Silberpreis, der Bitcoin und das Thema KI stehen in der neuen Folge Maydorns Meinung im Fokus. Zu Beginn sprechen Börsenexperte Alfred Maydorn und Moderator Marco Uome aber auch über den Krieg im Nahen Osten, der die Märkte beeinflusst. Außerdem im Fokus: Metaplanet, Nvidia, AMD, Intel, Nebius, SolarEdge, Jinko Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

2025-06-1827 min

WALL STREET COLADA Elon Musk Busca Calma, Enfoque en Empleo y Nebius Sube en la Carrera de la IAEn este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street repunta tras gesto conciliador de Musk hacia Trump: Futuros al alza: $SPX +0.4%, $US100 +0.6%, $INDU +0.3%. Musk anunció que tomará medidas para calmar la disputa con Trump, tras una caída del -14% en $TSLA que borró $100B en valor. El mercado ahora enfoca su atención en el reporte de empleo de mayo. • Se espera desaceleración del empleo en EE.UU.: Proyección: +127K empleos y tasa de desempleo estable en 4.2%. Citi anticipa solo 120K y una tasa...

2025-06-0604 min

maydornsmeinung Bitcoin, Nvidia, Microsoft, CoreWeave, Applied Digital, Nebius, BYD, Xpeng & CoBevor Börsenexperte Alfred Maydorn und Moderator Marco Uome in der neuen Folge Maydorns Meinung auf einige Einzelwerte zu sprechen kommen, werfen sie gemeinsam einen Blick auf den Gesamtmarkt. Denn dieser ist zwischen Themen wie Handelskonflikt und Zinshoffnungen gefangen. Außerdem im Fokus: Bitcoin, Nvidia, Microsoft, CoreWeave, Applied Digital, Nebius, BYD, Xpeng Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

2025-06-0429 min

The Ravit Show Nebius Expansion - USA MarketOne of the most insightful conversations I had at NVIDIA GTC on The Ravit Show was with Levon Sarkisian, Head of Solutions Architecture at Nebius.We talked about Nebius’ bold expansion into the US market, where they’re going head-to-head with some of the biggest names in cloud and AI infrastructure.Learn more about Nebius here -- https://lnkd.in/dkPmuhSaCheck out what Levon answered when I asked Levon to describe Nebius in just 3 words, his response captured their entire mission:

2025-06-0412 min

Byte Of AI Byte Of AI – June 3, 2025: Applied Digital’s CoreWeave Deal, GOP Regulation Pushback, Nebius’s AI ExpansionJoin Byte Of AI for your 5-minute AI update on June 3, 2025! Host Michael explores Applied Digital’s $7 billion AI data center deal with CoreWeave, the GOP’s intensifying AI regulation battle, and Nebius’s expansion with Nvidia’s latest tech. Plus, why #AIEcosystem is trending on X. Perfect for tech enthusiasts and professionals—stay ahead with Byte Of AI!

2025-06-0309 min

Byte Of AI Byte Of AI – June 2, 2025: CoreWeave’s Revenue Boom, Nebius’s AI Edge, GOP’s Regulation StandoffCatch Byte Of AI’s 5-minute AI update for June 2, 2025! Host Michael breaks down CoreWeave’s 420% revenue surge, Nebius’s edge in the AI data center race, and the GOP’s intensifying AI regulation battle. Plus, why #AIInvesting is trending on X. Perfect for tech enthusiasts and professionals—stay informed with Byte Of AI!

2025-06-0214 min

The Ravit Show Nebius AI Studio, Open-Source Models and much moreHow do you turn powerful AI models into real-world impact—without the complexity? During NVIDIA GTC, I had the chance to speak with Dylan Bristot, Senior AI Product Marketing Manager, Nebius, on The Ravit Show about how Nebius AI Studio is bridging the gap between cutting-edge AI and enterprise readiness.Dylan walked us through:-- What Nebius AI Studio is—and how it’s built to solve real challenges organizations face when implementing AI-- The core services that power the platform, from training and fine-tuning to deploy...

2025-05-3107 min

Byte Of AI Byte Of AI – May 30, 2025: CoreWeave’s Spending Spree, GOP’s AI Regulation Fight, Nebius Challenges Giants Join Byte Of AI for your 5-minute AI update on May 30, 2025! Host Michael dives into CoreWeave’s $23 billion AI infrastructure bet, the GOP’s heated AI regulation debate, and Nebius Group’s rise as a data center contender. Plus, why #AIDataCenters is trending on X. Perfect for tech enthusiasts and professionals—stay ahead with Byte Of AI!

2025-05-3008 min

2025-05-261h 59

Bernecker Opinion XXL-Chance oder Risiko? UnitedHealth, Snowflake, Nebius & AllianzMichael Hüsgen im Gespräch mit Oliver Kantimm ("Der Aktionärsbrief"). Hier im Beitrag gibt es die Podcast-Variante zur eigentlichen Hauptsendung im Rahmen von BerneckerTV (Aufzeichnung am 22.05.2025). Schlaglichter:UnitedHealth - Vielzahl von ProblemenSnowflake - Starker Start ins Geschäftsjahr Nebius - Turbo-Wachstum mit XL-BewertungAllianz - Standardinvestment für Konservative Anleger?Werblicher Hinweis - Aktionsangebot für den Aktionärsbrief über den Börsenkiosk und VerabschiedungWir wünschen gewinnbringende Impulse mit diesem Beitrag.Werbung: Rabatt-Aktion - Einzelausgabe des Aktionärsbriefs (Ausgabe 21/2025) mit ungefähr 50 % Preisvorteil. Ohne Abo-Bin...

2025-05-2418 min

Chip Stock Investor Podcast Episode 309: The Curious Case of Nebius -- Why We Bought Despite Some Red Flags (NBIS Stock Analysis)Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Nebius is a newcomer in the AI data center race, but there's a multi-decade history that pre-dates Nebius arriving on the scene in 2025. Chip Stock Investors Nick and Kasey discuss where Nebius came from, what it does, and how it plans to finance its growth as it competes with companies like CoreWeave for Nvidia chips.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information...

2025-05-2209 min

maydornsmeinung Bitcoin, Tesla, Nvidia, Alphabet, Nebius Group, Iris Energy, Nutanix, Xpeng, BYDDer Trend geht eindeutig aufwärts: Die Aktienmärkte haben sich etwas beruhigt und sind in den vergangenen Tagen gut gelaufen. In Deutschland sogar auf Rekordniveau, in den USA konnte eine Gewinnserie vermerkt werden. Börsenexperte Alfred Maydorn und Moderator Marco Uome werfen daher zu Beginn der neuen Folge Maydorns Meinung einen Blick auf den Gesamtmarkt. Außerdem im Fokus: Bitcoin, Tesla, Nvidia, Alphabet, Nebius Group, Iris Energy, Nutanix, Xpeng, BYD Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umset...

2025-05-2129 min

maydornsmeinung Bitcoin, Nvidia, Palantir, Tesla, Robinhood, UnitedHealth, BYD, Xpeng, TUI, NebiusEs hat sich einiges getan die letzten Wochen, ein Handelsabkommen zwischen China und den USA im Zollstreit, dementsprechend reagieren auch die Märkte. Börsenexperte Alfred Maydorn und Moderator Marco Uome analysieren in der neuen Folge Maydorns Meinung daher unter anderem den S&P 500. Außerdem im Fokus: Bitcoin, Nvidia, Palantir, Tesla, Robinhood, UnitedHealth, BYD, Xpeng, TUI, Nebius Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

2025-05-1434 min

2025-05-111h 59

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News “CoreWeave oder Nebius - beste KI-Cloud” - Tech fällt weiter, X-Deal & Kronen-BoomWir suchen Verstärkung im Team. Du bist motiviert, hast eine Leidenschaft & Expertise für Aktien? Lass uns sprechen: https://career.omr.com/offer/equity-research-analyst-m-w-d/ad04a145-10f8-4001-b5ef-0e51567ce4f0Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht’s unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt’s hier: scalable.capital/oaws.Lululemon enttäuscht, genau wie Inflationsdaten aus USA. Wolfspeed zieht Aixtron und Suss Microtec runter. Musk zieht X.com und xAI selbst hoch. O...

2025-03-3113 min

Поговорим об инвестициях Обзор Nebius Group: как дела у бывших активов ЯндексаВ октябре 2024 года после завершения раздела активов «Яндекса» на бирже NASDAQ начали торговаться акции Nebius Group — компании, консолидировавшей западные активы «Яндекса». На пике в феврале 2025 года ее акции стоили дороже 50$, показывая рост более чем на 250% с момента возобновления торгов. При этом бизнес остается глубоко убыточным — по итогам 2024 года убыток в 2,4 раза превысил выручку. В новом выпуске подкаста я рассказал, что собой представляет бизнес Nebius, как он эксплуатирует хайп вокруг ИИ и какие перспективы и риски это несет инвесторам.Приятного прослушивания!Присоединяйся к Инвестклубу со скидкой 20% — https://clck.ru/3Ee9NRДля активации скидки вводи промокод YT2024Мой канал в Telegram — https://t.me/+bf7q1w4TBfthODMyМой блог в Instagram* — https://www.instagram.com/romanfinanceТекстовая версия подкаста в Т—Ж — https://t-j.ru/nebius/Удачных инвестиций!*Instagram — продукт компании Meta, которая признана экстремисткой организацией в России.Материалы выпуска носят исключительно информационный характер, адресованы неограниченному кругу читателей и не являются индивидуальной инвестиционной рекомендацией или предложением купить или продать упомянутые ценные бумаги и финансовые инструменты. Инвестирование и приобретение ценных бумаг связано с дополнительными рисками.

2025-03-1922 min

Spotlight On Nebius’s Arkady Volozh on What it Takes to Build Infrastructure Needed for the AI EraNebius is unique among companies that call themselves startups. As it currently exists, is less than a year old; it’s also listed on NASDAQ as a publicly traded company with billions in cash on the balance sheet. Its hundreds of engineers have worked together for years building out digital infrastructure, but have been rapidly redeployed to focus on what founder Arkady Volozh has determined is the next generational opportunity: the cloud infrastructure needed to drive the AI transformation. Accel’s Matt Weigand sat down with CEO Arkady Volozh to talk about the journey to Ne...

2025-03-1132 min

Bernecker Opinion Intel, Broadcom & TSMC: Kommt es zum Mega Deal? | Außerdem Evolution Gaming AB & Nebiusalter Tissen im Gespräch mit Volker Schulz und Oliver Kantimm, jeweils aus der Redaktion von "Der Aktionärsbrief". Hier im Beitrag gibt es die Podcast-Variante zur eigentlichen Hauptsendung im Rahmen von BerneckerTV (Aufzeichnung am 20.02.2025). Schlaglichter: Turbulente Geopolitik und der Aktienmarkt Droht Intel die Aufspaltung? Evolution AB - Turbo-Marge und starker Cashflow Nebius - Investitionsmöglichkeit in einem wachsenden europäischen KI-MarktWir wünschen gewinnbringende Impulse mit diesem Beitrag.=======Informationen zum Webinar "Da haben wir den Salat!" am 06.03.2025 mit Hans A. Bernecker:htt...

2025-02-2515 min

2025-02-251h 50