#Nebius

Nscale Hit With Pushback on $30 Billion IPO Target

Nscale targets $30B for IPO but investors signal $16B-$19B needed, as weak IPO returns and sliding comps pressure AI cloud deals.

Goldman Sachs Says AI Trade Climbs the Stack

Goldman Sachs strategists say the AI trade is moving from chips to inference, with 2027 capex visibility set and 2028 still an open question.

AI Compute Supply Can't Keep Up With Demand

a16z argues AI demand is accelerating while compute supply is capped through 2028, keeping paybacks inside a year.

Neoclouds: AI's New Infrastructure Play

Neoclouds, born from crypto mining, are repurposing infrastructure for AI compute, driving rapid growth but facing profitability hurdles.

Evaluating Coding Agents: Lessons from SWE-rebench

Ibragim Badertdinov from Nebius shares key lessons from evaluating coding agents using the SWE-rebench benchmark, highlighting the importance of real-world tasks, reliable verification, and cost-effectiveness.

Nebius AI Cloud Goes Serverless

Nebius AI Cloud 3.5 launches serverless compute to streamline AI development, alongside new NVIDIA GPUs and data transfer services.

FriendliAI Expands Ultra-Fast AI Inference Platform with Nebius AI Cloud Integration