GTM @nebiusai Europe & Just a random Guy whose opinions are his own :)

Amsterdam
What a journey : newsletter.semianalysis.com/… from @SemiAnalysis_ I joined @nebiusai in 2025, when it was still an emerging AI cloud challenger. Today, it stands alongside the industry leader at the top of ClusterMAX from @SemiAnalysis_ Its execution speed is incredible. Exceptional engineers from many cultures prove what a global team can achieve. Proud to be part of it
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Intelligence is often discussed as if it were immaterial. AI makes the opposite visible: reasoning requires chips, memory, energy and cooling. Compute does not diminish human thought. It gives more people the ability to test, build and discover at a scale once reserved for a few
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World models have a hidden infrastructure cost : retaining enormous video datasets. The answer may look surprisingly old school : NVMe for active data. Object storage for warm datasets. Tape for rarely accessed footage 💾 Could a 75-year old technology become core AI infrastructure ?
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Confirmed ! DM me if interested. RTX 6000s for data modelling and visualisation, B300s for large-scale AI training. Vamos
$NBIS' Madrid data center is now officially live. 🇪🇸 The facility is equipped with RTX 6000 and B300 GPUs, with Phases 2 and 3 expected to roll out over the coming weeks.
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Super happy to officially announce that we are a̶c̶q̶u̶i̶r̶i̶n̶g̶ joining forces with @nvidia 🔥 Here is a more personal take: AI is at an inflection point. Open source AI can become less relevant in the coming years if the big closed labs run away with it, OR it can become the foundational fabric of the next phase of human civilization. Those are vastly different outcomes, and we need the critical mass to ensure we give our collective best shot to the second outcome. Given @JensenHuang's stance on open source AI and how he stepped up to defend it when it was under threat earlier in the summer, NVIDIA was the only partner we truly considered. HF will remain an independently run, neutral platform. This gives fuel to our long-term vision and mission of unlocking the community's progress to ensure that AI, which is the greatest breakthrough of our lifetime, is accessible to as many people as possible.
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The metaverse didn't fail. It was just early
Introducing Atlas: The world's first multimodal world model that generates image and video frames with pixel-perfect camera control and reconstructs them in 3D. Model the world, move the camera, and simulate space & time.
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New positions open! We’re looking for full-time researchers and interns with backgrounds in geometry and 3D vision to join our team at AMI Labs. The roles can be based in NYC, Paris, Montreal, or Singapore. If you’re interested, apply through the link below: jobs.ashbyhq.com/ami/0d7332d…
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I attended this event last year and had a great time in rainy Porto. Probably one of the best events in Europe to meet and connect with leading voices in AI. This year will be the second edition @nebiusai is participating in, and I highly recommend getting your tickets!
Sword AI Summit is back in Porto. Speakers from @nvidia, @nebiusai, @Microsoft, @OpenAI, @GoogleDeepMind, @SpaceXAI + more, all on one stage. Oct 3 | Porto Tickets → 3cket.com/en/event/sword-ai-…
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HumanX. Aptly named. I’ll be speaking at HumanX Amsterdam and sharing a few war stories from the trials and tribulations of scaling AI inference to production. We’ll get into what actually matters when production workloads need to be better, faster, and cheaper and what tends to break along the way. There may also be a few surprise giveaways Come join us. @nebiusai × @HumanX
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In the 2010s, my childhood friend's dad, a free-spirited french '68er, refused to buy a cell phone. He wanted to be "free," he'd say. No one bugging him, no one reaching him. Last week I saw him in the street of my hometown. Flip phone in hand. Funny how that goes. Some revolutions just end up inevitable. Got me thinking about robots. In 10 years, are we really ready to see them in our streets, our fields, our homes ? Honestly, I get the skeptics. This tech is going to reshape our lives in ways none of us can fully predict. But then, what about firefighter robots ? Robot doctors ? The ones that just save people ?
Hate data centers all you want, until the research they enable saves someone you love.
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Guy retweeted
Hate data centers all you want, until the research they enable saves someone you love.
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BREAKING: Unitree Robotics shares surge 629% in its Shanghai trading debut. More here: bloom.bg/4wurAYl 📷️: Qilai Shen/Bloomberg
Made with AI
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Insane numbers. Proud to be part of this journey !!
“Everything we set out to do this quarter, we did. In most cases, we did more.” – Arkady Volozh, founder and CEO Highlights from our Q2 results: Total contract value won during the quarter up 4x; Four landmark customer agreements averaging over $1 billion in TCV; Average annual contract value above $20 million per MW; AI cloud revenue up 514% to $575M, and a higher adjusted EBITDA margin of 50%; Contracted capacity guidance for 2026 increased to 5 GW; Expecting to deploy more than 1 GW per year from 2027.
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The next wave of frontier AI labs is taking shape, founded by some of AI's biggest names leaving Big Tech. Fascinating to watch this shift happen. • Safe Superintelligence with Ilya Sutskever (ex-OpenAI) • AMI Labs with Yann LeCun (ex-Meta) • Discovery Loop with a dream team of ex-Google researchers Apparently, Big Tech is the new Y Combinator for frontier AI labs
Introducing Discovery Loop ♾. We’re building AI to run experiments at unprecedented scale and to solve the biggest bottlenecks in science and engineering. Our founders @JeffDean, @Sanjay_Ghemawat, @quocleix, @OriolVinyalsML helped build the AI infrastructure and models that scaled the modern world. Now, we are scaling discovery itself. The future can't wait. Learn more at: discoveryloop.com
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hi everyone, I ordered last month a Reachy Mini from @huggingface and while waiting for it to ship, an idea kept nagging me. So I built droid-labs.xyz/ : a platform that helps people customize and upgrade their own robots, even if they are not developers or robotics experts.
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I'm Guy, a french guy leaving in Amsterdam. If you build robots, arms, sensors, tools, or run a robotics marketplace please join the community !! Bugs, criticism, recommendations, and improvement ideas are all welcome either here in the replies or directly in my DMs. The goal is to build a community and discover together where Droid Labs can go !! Bonus: Star Wars fans can switch to Starship Mode.
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