I’ve just found this very recent interview on youtube from a few days ago with Arkady Volozh.
On the interview he says that their original intention was to be a European AI based company, but they found that the vast majority of their clients were in the US. They still intend to continue building data centres in Europe this year - but they intend to build still more in the US. Most of the sales and marketing guys they are hiring now are in the US, because that is where their business is.
Arkady talked about the neo-cloud which would be an alternative to the main cloud providers - and in this neo cloud he believes that Nebius will be the one of the largest, if not the largest, of the half dozen or so players in this space.
The interviewer in the video quoted from the Motley Fool when she said that the “Motley Fool believe that 2025 will be a monster year for Nebius.” In addition Arkady said that they also see themselves as a major player in autonomous vehicle space during this coming year.
I am drawn in enough by the posts here, by Bert’s article on SA, and by the interview I have just watched, to start a position. I intend to trim some of my top holdings in CLS, APP, ALAB and NVDA to start a 6% position in Nebius.
Thanks for first bringing this company to the board Luffy.
Best,
Jonathan