Why $NBIS Isn’t Just Another Datacenter Company
A compelling post from $NEBIUS(NBIS)$ co-founder Roman Chernin highlights how the company is carving its own path in AI infrastructure.
While most players chase raw capacity — megawatts and datacenters — Nbis is focused on:
• Vertical integration
• Enterprise-first value creation
• AI-native software layers beyond just infrastructure
Scale alone isn’t enough. The real differentiator lies in delivering software-driven value to enterprises — setting a full-stack AI platform apart from utility-style infrastructure providers or simple GPU resellers.
CEO Arkady Volozh adds:
> “In 2026, we’re ready to build 1 GW of datacenter capacity — and more.”
He sees this supporting at least $10B in annual revenue. Yet today, $NBIS is still valued at just $12B.
Looking ahead, Chernin says:
> “Next year, I’ll be focused on making Nebius AI Studio a success — it’s the foundation for new SaaS innovation and real-world AI use cases.”
This team deeply understands where the future of AI is headed.
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