Roman Chernin
Showing 1–3 of 3 transcripts.
- RAISE Summit19 min
The Token-per-Watt Era: What's Next for AI Hyperscalers | Nebius x Accel | RAISE Summit 2026
Roman Chernin, Philippe Botteri
Nebius, an AI-specialized cloud provider led by Chief Business Officer Roman Tchernin, marks its second anniversary as an independent entity with shares rising tenfold following its IPO. The company targets the projected $11 trillion global investment in AI infrastructure by offering a vertically integrated stack ranging from bare metal for hyperscalers to managed inference for AI-native startups. Nebius anticipates that true enterprise adoption beyond current exceptions like fintech firms remains unrealized and aims to future-proof its platform by shifting pricing models toward billing for solved tasks rather than raw compute hours.
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute
Roman Chernin, Harry Stebbings
Nebius navigates a critical 6–12 month execution bottleneck by leveraging a four-layer product strategy that evolves from bare metal infrastructure to agentic orchestration, aiming to diversify its client base beyond hyperscalers to thousands of enterprises. Co-founder Roman defends the sector's growth trajectory against bubble concerns, arguing that the Jevons Paradox will drive surging demand for optimized open-source models while European sovereignty initiatives foster a distinct ecosystem of builders. With a 2025 capital expenditure program of $20–25 billion and recent institutional validation from a 5.3% stake disclosure, the company positions itself as a cost-efficient alternative to hyperscalers by prioritizing Total Cost of Ownership reductions over raw hardware pricing.
- RAISE Summit14 min
Roman Chernin, Nebius ｜ Raise Summit 2025
Roman Chernin, John Furrier, Robin Sheeran
Nebius, a publicly traded full-stack AI cloud provider founded one year ago, has expanded its infrastructure to seven global locations and targets operating tens of thousands of GPUs by year-end. The company differentiates itself through proprietary liquid-cooled engineering and a pay-per-consumption model that accommodates diverse workloads ranging from real-time inference to massive training clusters. Nebius is pursuing a tenfold revenue growth to one billion Russian Rubles while pivoting its customer base toward established enterprises in life sciences and FinTech to support the transition to "AI factories."