How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)
The Rundown5 Okt 2025

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.


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