- Investing in AI infrastructure, check out https://xitter.cf/t.co/nNVnU8qU8c - Co-founder https://xitter.cf/t.co/BdkLh3a78m
Tel Aviv / Melbourne
Joined January 2012
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Crazy last 24 hours for $NBIS: TD SYNNEX Europe deal, 50MW in Saudi Arabia, public GPU live pricing, and 1 GW of Vera Rubin GPU capacity coming next year
You gotta wonder what they have saved up for Q3 earnings 🔥
$NBIS BREAKING:
Nebius signed a preliminary framework with HUMAIN(One of Saudi Arabia's largest sovereign wealth funds) and DataVolt to be the anchor customer at NEOM's Oxagon AI campus.
The details:
• Up to 50MW, half of the first 100MW now under construction
• Phase 1 is planned at 360MW total
• Capacity comes online in phases starting Q4 2027
• Nebius is HUMAIN's first customer
• Signed at NVIDIA GTC Berlin
It's still preliminary, so not a done deal yet. But Saudi Arabia's sovereign fund is picking Nebius as its first customer.
Another customer I haven’t seen $NBIS announce: zeta, a Korean AI storytelling app with a massive 5M+ monthly users and 2M+ daily users.
It develops its own story models and lists Nebius in Finland for model training. Its privacy policy specifically describes sending training data and logs there.
Marc Boroditsky spoke today about “rapid expansion” in Asia, with South Korea a priority. So I had a look… I wonder what else is out there.
More: nebiusatlas.com/customers/ze…
Just in: @SereactAI and Nebius partner to accelerate returns handling at selected fulfilment centers.
$NBIS is powering physical AI in real warehouses. Sereact is using Nebius to train Cortex for Zalando returns handling at selected CEVA fulfillment centers, with simulation, storage and Blackwell training in one learning loop.
nebiusatlas.com/customers/se…
There are at least 16 Nebius customers here I can spot
1. Base44 - nebiusatlas.com/customers/ba…
2. Black Forest Labs - nebiusatlas.com/customers/bl…
3. Cohere - nebiusatlas.com/customers/co…
4. Decart - nebiusatlas.com/customers/de…
5. Dream - nebiusatlas.com/customers/dr…
6. Inherent - nebiusatlas.com/customers/in…
7. JetBrains - nebiusatlas.com/customers/je…
8. Milestone Systems - nebiusatlas.com/customers/mi…
9. Mistral AI - nebiusatlas.com/customers/mi…
10. Photoroom - nebiusatlas.com/customers/ph…
11. Porsche - nebiusatlas.com/customers/po…
12. Prima Mente - nebiusatlas.com/customers/pr…
13. Prosus - nebiusatlas.com/customers/pr…
14. Revolut - nebiusatlas.com/customers/re…
15. Seqera - nebiusatlas.com/customers/se…
16. Shopify - nebiusatlas.com/customers/sh…
$NBIS
Arkady Volozh at NVIDIA GTC pre-game: "We're already the largest AI Cloud in Europe" 🔥
Love the bluntness of Arkady (yes he is Russian-Israeli): "You need to serve the demand. Demand grows, capacity cannot grow this fast. That's why you have the bottlenecks. But it's tasks. We'll manage it!"
Video clip from his panel appearance
$NBIS #NVIDIAGTC
This is a very exciting development for $NBIS in Europe. Not only are they running the $PLTR textbook to acquire enterprise clients BUT importantly it includes "on-demand access to AI infrastructure".
The North American agreement included more than 1,000 Nebius B300 GPUs for TD SYNNEX customers.
Nebius is already reaching enterprise customers through TD SYNNEX’s ecosystem in America:
- Baptist Health: the 12-hospital healthcare system with over 3.5M patients
- Aible: the enterprise AI agent platform whose customers include CVS and Verizon
- Mount Sinai: New York healthcare system with $12.8B in annual revenue
🚨 $NBIS Update: TD SYNNEX Partnership 2.0
$NBIS already had an existing partnership with TD in North America, and Europe is next.
TD is one of the world's largest IT middlemen. It connects $NBIS with thousands of tech sales and service firms that already help enterprises buy and deploy tech.
In this case we're talking about $NBIS AI Cloud, Token Factory, and Agents Blueprint.
This is essentially a play on operating leverage. Sales is expensive. $NBIS spent $173.9M on SG&A in Q2 alone.
Instead of building out its own enterprise salesforce entirely from scratch, $NBIS is leveraging TD's existing distribution network, reseller relationships, and GTM infra.
Much like the $PLTR partnership, this is another pathway to accelerate enterprise AI adoption through targeted outreach, customer education, and high-touch sales support.
xitter.cf/EndicottInvests/status…
Found another @tavilyai customer: TestGorilla, the hiring platform used by Revolut, PayPal, PepsiCo, Equifax and Instacart.
Its own disclosures name Tavily as the search API bringing public information into its AI features. I haven’t seen $NBIS or Tavily publicly announce the relationship.
Is Tavily becoming a customer funnel for Nebius compute? Win the web-search workload first, then host the models behind it.
nebiusatlas.com/customers/te…
BTW @cava is a Tavily customer that neither $NBIS nor Tavily appears to have announced.
The restaurant chain has 476 locations and $365m in quarterly revenue.
Tavily powers web research inside CAVA’s production employee assistant, Ask Astro. Employees can search internal company data and pull information from the web in the same conversation, with Tavily handling search and page extraction through MCP.
nebiusatlas.com/customers/ca…
A 12-hospital healthcare system using Nebius, with no public $NBIS announcement .
Baptist Health has over 3.5m patients a year in South Florida. Its digital chief says they’re running AI agents using NVIDIA Nemotron 3 Super, with DGX Spark at the edge and “Nebius cloud at the core.”
Not the usual Nebius customer. They’ve already expanded a patient rescheduling agent from one dept to seven in the past year...
nebiusatlas.com/customers/ba…
Another Nebius customer hiding in plain sight: @typesafeai.
The team behind the viral Jev model names Nebius-managed compute nodes alongside CoreWeave in its own disclosures. I haven’t seen $NBIS publicly announce the relationship.
Jev focuses on classification, routing and extraction: turning messy inputs into decisions software can act on directly.
How many more Nebius customers are hiding in disclosures like these?
An unannounced $NBIS customer with 10m+ users: @Base44, Wix’s AI app builder.
Its trust centre names Nebius + @nebiustf for LLM API calls, processed in the Netherlands.
Now it has its own model, Base 1 to bring inference costs down. Could Nebius be serving it? 👀
I also found a separate workshop listing to teach participants how to connect Tavily to Base44 apps for real-time web research.
nebiusatlas.com/customers/ba…
Looking forward to hearing more. How much of Shopify’s large inference demand $NBIS is capturing?Potentially a much bigger customer now.
Been tracking the relationship and its technical details here: nebiusatlas.com/customers/sh…
@Shopify's @Drewch and Nebius's @drew_eliseev are taking the stage at #NVIDIAGTC Berlin to share how Shopify fine-tunes open-source models and cuts inference costs on Nebius.
📅 Wed Oct 21, 3:30–4:10pm CET
Add to your agenda: nvidia.com/en-eu/gtc/session…
Some interesting data from the 321 companies building with $NBIS via nebiusatlas.com.
46% (152!) have never been publicly disclosed as Nebius customers. Working on finding more.
Thanks for the support everyone, keep the feedback coming.
anthony retweeted
The IR team should reference your work in their future investor communications
Introducing Nebius Customer Atlas: mapping 302+ companies using Nebius - from Base44 and Cursor to Porsche, Revolut, Google DeepMind and Mastercard.
➡️ nebiusatlas.com
I built it after finding dozens of customers Nebius had never publicly announced. So far it's surfaced 126+ undisclosed customer relationships!
Base44 (Wix) uses Nebius for LLM calls. Baptist Health runs agents on AI Cloud. CAVA uses Tavily in its production agent. Orbiq moved to Token Factory after a Mistral outage.
Together they reveal a super broad customer base spanning training, inference, agent search, robotics, financial services, drug discovery, and more.
$NBIS has said it likely won’t do another mega-deal. That makes tracking customer growth one of the best ways to understand the business between quarterly results.
If you know of any Nebius customers I've missed, I'd love to hear about them.
Introducing Nebius Customer Atlas: mapping 302+ companies using Nebius - from Base44 and Cursor to Porsche, Revolut, Google DeepMind and Mastercard.
➡️ nebiusatlas.com
I built it after finding dozens of customers Nebius had never publicly announced. So far it's surfaced 126+ undisclosed customer relationships!
Base44 (Wix) uses Nebius for LLM calls. Baptist Health runs agents on AI Cloud. CAVA uses Tavily in its production agent. Orbiq moved to Token Factory after a Mistral outage.
Together they reveal a super broad customer base spanning training, inference, agent search, robotics, financial services, drug discovery, and more.
$NBIS has said it likely won’t do another mega-deal. That makes tracking customer growth one of the best ways to understand the business between quarterly results.
If you know of any Nebius customers I've missed, I'd love to hear about them.
I’m also going to start sending a short weekly email with the most important new customers and relationship updates nebiusatlas.com/updates
