Nebius
A vertically integrated AI-specialized cloud platform providing compute infrastructure and optimization services
Recently discussed in
How Nebius compares
4 creators weighed in
CoreWeave
Direct rival
GPU cloud for AI
Both rent AI computing power and are hard to tell apart in quality. Nebius is seen as the top pick when CoreWeave has no capacity left.
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4 creators
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4 creators
Both rent AI computing power and are hard to tell apart in quality. Nebius is seen as the top pick when CoreWeave has no capacity left.
"Nebius has really capitalized on this middle tier of the market. They've also executed very well. The technology that they've developed is strong. We think that managed clusters are approaching this feature-complete world where it's hard..."
Positioned as the best alternative for customers who cannot get capacity from CoreWeave
"I want to think Coreweave is at 60 and Nebius is at 40."
Compared to CoreWeave and Crusoe in terms of market cap
"We calculate a 9 to 10 month payback for Nebius — you bring on a gig, it costs 50 billion, you can get an upfront payment for 50 to 60% of that from customers."
Mentioned alongside CoreWeave as companies that have provided useful financial disclosures on compute economics
"Nebius versus CoreWeave. Who has a larger market cap in 5 years time and why?"
Compared to CoreWeave for market cap prediction
What creators say
"Nebius has really capitalized on this middle tier of the market. They've also executed very well. The technology that they've developed is strong. We think that managed clusters are approaching this feature-complete world where it's hard to tell t..."
More from Jordan Nanos →"I want to think Coreweave is at 60 and Nebius is at 40."
More from Rory O'Driscoll →
"Could be AWS in terms of the Neocalers, could be Nebus. And what they will do is they'll stand up your own hardware and then you'll stand up your own models."
More from Chamath Palihapitiya →"We calculate a 9 to 10 month payback for Nebius — you bring on a gig, it costs 50 billion, you can get an upfront payment for 50 to 60% of that from customers."
More from Gavin Baker →"Nebius said they were moving into the OpenRouter business and would actively take it."
More from Harry Stebbings →+2 more mentions from Harry
"We had the founder of Nebius on the show the other day and he said that if they 10x supply, they could still sell out in a day."
"Nebius versus CoreWeave. Who has a larger market cap in 5 years time and why?"
"He lost all of his best talent to Nebius and ClickHouse and a bunch of other Yandex spinouts"
More from TBPN →
"Why wouldn't you buy the [expletive] out of Nvidia, AMD, Nebius, Corewave?"
More from 20VC with Harry Stebbings →Keep exploring
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