Nebius

“I do think at some point, Sandisk and Nebius and Core, we've all have to crash and Marvell and even Broadcom. At some point they have to crash at some level because they always, I think AI can grow infinite. Like we all approach the singularity, but eventually…”

“I mean, Corweave has nothing. What do Nebius and Corweave have? Nothing, no special technology, right?”

“We are infrastructure company. We need to be large. If you are not large enough, nobody needs us to exist.”

“We believe long-term better positioning for going to enterprises where we believe eventually a lot of demand will come from. Again, now most of our segment is working. It's AI natives working with AI natives, but we have a huge economics, a huge market of ente…”

“We have the customer of Revolut. And when we started working with them, I think 99 percent of their budget, inference budget was in closed models in OpenAI.”

“So I remember that Nebel stock went down 40% in one week or so in February, I think it was February or March, 20, 24, or 2025. And anecdotal story, the same exact week, we probably had the best week in sales.”

“NVIDIA is still for big extent is an engineers driven company. And I think the best thing you can do To get respect from Nvidia. It's my read. They may have a different point of view, but if engineers in Nvidia respect your engineers, you will have the right f…”

“So this is the next layer when developer would maybe not even think in terms of particular, you know, types of the tokens, but things in terms of end-to-end execution of their task.”

“Now we speak in tokens. It's not you pay for GPRs. You consume tokens and you can build your applications, not thinking in terms of the clusters underneath.”

“Like probably 70, 75% of the new capacity that we built midterm is in the US.”

“I certainly think they can be sustainable.”