Nebius Customer Atlas maps 303 companies, surfacing 128 undisclosed customers
pdamodaran · x · 2026-10-19
Independent researcher @anthonybs launched the Nebius Customer Atlas, mapping 303+ companies using Nebius — including 128+ customer relationships Nebius never publicly announced:
- Customers span training, inference, agent search, robotics, finance and drug discovery: Cursor, Porsche, Revolut, Google DeepMind, Mastercard, 1X Technologies and more
- Notable cases: Base44 (Wix) uses Nebius for LLM calls; Baptist Health runs agents on AI Cloud; CAVA uses Tavily in production; Orbiq moved to Token Factory after a Mistral outage
- Breakdown: workplace tools 81, infrastructure 46, health 27, model developers 25, research 24, dev tools 22, robotics 16
Context: $NBIS says it likely won't do another mega-deal, making customer-growth tracking the best window into the business between earnings.
Related event: Independent Researcher Maps 303+ Nebius AI Cloud Customers(2 posts)→
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