The AI infrastructure race has never been more intense. Global technology companies are investing hundreds of billions of dollars to build the compute that will power the next generation of AI.
At the center of that race is Nebius, a company scaling rapidly while successfully competing against some of the most capitalized players in the world.
Roman Chernin, Co-Founder of Nebius, leads the Inference and Agentic layers of the Nebius platform. He believes we are still at the very beginning of AI adoption, and that building a full-stack AI cloud with the best economics for customers is the right way to meet the needs of a highly diversified market, from scaling AI-native companies to enterprises entering the AI race.
In this fireside chat, Roman and Philippe will discuss how AI teams are scaling their products, what open models mean for the future of AI, whether customers will buy GPU-hours, tokens, or agentic outcomes, and how the next phase of competition will be defined by who can deliver the most intelligence per watt.