Rob May, GP @ Half Court
Nebius is shifting from a capital-intensive data center operator to an asset-light software platform company, partnering with external providers to finance infrastructure while Nebius focuses on software, customer relationships, and AI services—a model that could reshape its business model and valuation.
Read the full post on Investing in AI ↗
Topics: AI (Horizontal) · AI Infrastructure
Published by Investing in AI · their site ↗
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