BONUS: Nebius’s Arkady Volozh on building in the agentic era

Nebius is establishing a vertically integrated AI infrastructure platform designed to meet the massive, objective demand for high-performance computing. By controlling the entire stack—from land acquisition and power generation to hardware rack development and software services—the company achieves superior engineering efficiency and cost-effectiveness. Strategic partnerships with industry giants like Nvidia and Meta provide critical financing, enabling the build-out of massive GPU capacity that serves both large-scale bare-metal needs and the growing market of AI-native startups. As the industry shifts toward agentic workloads, the platform prioritizes specialized tools for inference and high-throughput services. Arkady Volozh emphasizes that this infrastructure is not merely a reshaped classical cloud but a purpose-built foundation for a new generation of users, positioning the company to capture significant value in an expanding, blue-ocean AI market.