$NBIS managed inference go brrr
If open source model become the norm, Nebius wins thanks to this.
If closed source model stay the norm, Nebius also wins thanks to thei AI cloud business.
The main weakness of the model remains capital allocation and financing but the new asset
JUST IN : Anthropic reportedly signed a $10B deal with a new cloud startup called Volta.
From what I could find, this company just has 130MW operational and 1GW in pipeline.
What is differiencing from other players is that they are focusing on providing sovereign AI infra for
