Concerns about overbuild and market resets

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.