Chernin: Space-based compute infrastructure will eventually become a reality
Roman Chernin · Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings · Jun 8, 2026 · at 1:04:06
Roman Cherning is Co-Founder and Chief Business Officer of Nebius. He addresses whether putting data centers in space is viable given Earth-based logistics challenges.
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“So many smart people are trying to solve this task and bring compute to the space that why wouldn't I believe it will happen?”
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“I'm a believer that we're quite far from the wall and we will see a lot of like models improvement happening. I think that what we also see is much more new, like modalities and specialized models coming in game.”
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“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.”
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“Every time we got intelligence cheaper. This, the same unit of intelligence cheaper. We are not reducing the consumption, but we increasing the consumption because we can just Solve more complex tasks with the same budget, or we can finally economically viably…”