Nebius CTO: threw away the whole stack on day one with 1,600 H100s — now $17.4B Microsoft deal
AccBalanced · x · 2026-11-03
In a podcast interview, Nebius CTO Danila Shtan recounts the origin of the AI cloud challenging AWS, Google and Microsoft. On Nov 1, 2023, Nebius launched its first public cloud with 1,600 H100s — and that same day ordered the team to rebuild the entire stack from scratch. Today Nebius is Nasdaq-listed with a $17.4B Microsoft deal, a Meta agreement worth up to $27B, and a $2B NVIDIA investment. His bet: grow fast enough to fight hyperscalers as equals while the market is barely getting started.
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