Conference Presentation, Interview
Roman Chernin, Nebius ｜ Raise Summit 2025
- The company targets 1 billion RR in revenue by year-end, representing a 10x growth trajectory to coincide with its first official anniversary next week.
- Operations aim to scale to high tens of thousands of GPUs by the end of the year to support future demand and anticipated enterprise adoption.
- Strategic deployment focuses on two dimensions: securing data center and power infrastructure for super labs and hyperscalers while developing enterprise-grade software offerings.
- Capacity expansion is planned proactively based on projected future demand rather than current customer requirements to sustain high pace operations.
- The market is transitioning from the startup sector to established enterprises over the next couple of years, driven by proven use cases from the last six months.
- A significant acceleration in enterprise adoption is expected in the near term as organizations gradually prepare for this shift.
- Long-term efficiency is anticipated from designing the full stack from data center to software detail to manage the rapid cycle of new chips, requirements, and physical infrastructure.
- Widespread "AI in everything" is predicted to occur once a crossover point is reached on the enterprise side, contingent on the availability of legitimate power, compute horsepower, speeds, and scale.