The Rundown How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)
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Oct 5, 2025 In this discussion, Marc Boroditsky, the Chief Revenue Officer at Nebius, reveals how his company aims to become the AWS of AI. He delves into Nebius's partnerships with hyperscalers like Microsoft, showcasing their role in the booming GPU market. Marc offers insights on the significant $17 billion deal with Microsoft and the implications of rising demand for AI inference. He addresses challenges such as potential market overbuild and the innovative solutions Nebius is pursuing to scale its AI infrastructure.
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Full-Stack AI Platform Vision
- Nebius positions itself as a full-stack AI infrastructure provider, supplying hardware, software, and services to AI engineers.
- Marc Boroditsky frames Nebius as the "AWS of AI," aiming to remove integration friction for developers.
Neo-Scaler Versus NeoCloud
- Nebius calls itself a neo-scaler rather than just a neocloud by offering end-to-end capabilities beyond bare metal.
- The company targets AI engineers who want turnkey environments instead of piecing together tooling.
Microsoft Deal Illustrates Market Pace
- Zaid asks about Nebius's $17.4B partnership with Microsoft and why hyperscalers rent instead of building themselves.
- Marc explains hyperscalers prefer to build but current demand is best served by companies like Nebius.