$30B AI Leader: The Biggest Investment Opportunity in 40 Years - Nebius CRO Marc Boroditsky

In this interview, Marc Boroditsky, CRO of Nebius, discusses the company's rapid growth, recent multi-billion dollar deals with Microsoft and Meta, and its aggressive data center build-out plans. He emphasizes the importance of team effort and Nebius' unique position in the market due to its leadership's experience and privileged relationship with NVIDIA. Boroditsky addresses concerns about supply constraints, particularly power, and explains Nebius' strategy for increasing prices and prioritizing strategic customers. He highlights the company's focus on margins, vertical integration, and software development, aiming to provide a fully integrated AI solution beyond just bare metal offerings. He also touches on the potential for M&A, the future of GPU rental, and the differences between AI neoclouds and previous generations of cloud providers.