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$NBIS is preparing for an AI Neocloud winter
It is quite interesting to hear $NBIS co founder Roman Chernin discuss this in his latest interview with Reuters.
“We should be ready for when the winter will come,” Chernin said, adding that Nebius would then act as a consolidator.
The idea is simple. By locking in long term revenue streams with highly solvent hyperscalers, $NBIS should be able to survive a bear market, while weaker neoclouds may go under as their cash flows are tied to unprofitable small AI startups.
After this potential winter, $NBIS could emerge as a consolidated category leader in the space.