Building AI at Scale: Interview with Nebius’ Co-Founder, Roman Chernin

Nebius just signed a $17 billion deal with Microsoft and a $3 billion deal with Meta - making them one of the fastest-growing AI infrastructure companies in the world. In this deep-dive with Roman Cherin (Co-Founder & Chief Business Officer), we unpack how they're building full-stack AI cloud infrastructure and how enterprises can best scale AI solutions. Here's what we cover: → The Microsoft & Meta Deals: Breaking down the $17B Microsoft deal and $3B Meta partnership - why hyperscalers are coming to Nebius for dedicated GPU capacity and what this signals for the market. → Full-Stack AI Infrastructure: How Nebius builds everything from data centers to managed inference platforms - and why this vertical integration creates their competitive advantage. → Customer Segmentation Strategy: The three tiers of customers (hyperscalers, AI-native startups, enterprises) and how each has different infrastructure needs. → Token Factory Deep-Dive: Nebius's managed inference and post-training platform - how it helps companies switch from closed-source to open-source models at scale. → The Open Source vs Closed Source Debate: When to stick with GPT/Claude vs. switching to fine-tuned open models - and why it's all about scale and economics. → Enterprise AI Adoption Curve: Why classical enterprises are next in line for AI adoption - and what they need (compliance, integrations, managed services) to make the leap. → Real Customer Results: How companies like Prosus achieved 26x cost reduction compared to proprietary models using Nebius's infrastructure. → NVIDIA's $20B Groq Deal: What NVIDIA's acquisition means for the inference market and how Nebius plans to differentiate. → The Contrarian View: Roman's prediction that enterprise AI adoption will happen faster than anyone expects - and why we'll keep being surprised by the pace of change. For more on Nebius, visit: Website: https://nebius.com Token Factory: https://nebius.com/services/token-fac... Timestamps 00:00 - Introduction 01:47 - Overview of Nebius 03:23 - Roman's background and role at Nebius 04:10 - The $17B Microsoft & $3B Meta deals 05:29 - Why hyperscalers trust Nebius over building in-house 07:06 - Nebius's full-stack approach: Data centers to managed services 08:39 - Customer segmentation: Hyperscalers & Frontier AI Labs vs AI Startups vs Enterprises 14:41 - Token Factory explained: Managed inference & post-training 17:41 - When to switch from closed-source to open-source models 20:59 - Real results: Process achieves 26% cost reduction 25:05 - Why developers love building on Nebius 28:40 - AI agents and the future of infrastructure interaction 32:22 - NVIDIA's Groq acquisition: What it means for inference 35:38 - Roman's contrarian view: Why AI adoption will surprise us --------- 📌 Ghost Team: https://www.ghostteam.ai We Get MCP-Apps & ChatGPT Apps Built & Discovered 📌 AppDiscoverability.com https://www.appdiscoverability.com/ Discoverability Platform for MCP-Apps & ChatGPT Apps 📫 Newsletter: https://elliotgarreffa.beehiiv.com/ Follow for More AI Content: ➡ LinkedIn:   / elliotgarreffa   ➡ X: https://x.com/elliot_garreffa ➡ TikTok: /elliotagarreffa ➡ Instagram: /elliotagarreffa