Nebius is building the next AWS; CoreWeave is a GPU datacenter OEM
kevinsxu · x · 2026-10-17
Kevin Xu offers a one-line mental model for the neocloud cohort: Nebius is building a cloud like AWS, while CoreWeave and the rest are essentially GPU datacenter OEMs selling specialized compute infrastructure rather than a cloud platform.
The distinction shapes their business model ceilings: platform economics vs. dedicated hardware supply.
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