8 Comments
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Jinxu's avatar

Great article! Kevin, I am wondering if we can translate your blog into Chinese and post it in AI community. We will highlight your name and keep the original link on the top of the translated version. Thank you.

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Kevin Xu's avatar

sure! can you send me the link when you publish the translated version?

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Jinxu's avatar

Here is the link, Thanks you! Btw, Together.ai vs. Fireworks is also worth discussing as a similar topic about AI Cloud, if you're interested. ^_^ https://mp.weixin.qq.com/s/YTP57BGjXVxWA5N2zuDECA

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Seth's avatar

Great post, learned a lot.

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Michael Spencer's avatar

If their IPO tanks, Nvidia should just acquire them ETA 2027.

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Inverteum Capital's avatar

"In the long run, Nebius’s outright ownership of its AI infrastructure versus CoreWeave’s debt-fueled contract-collateralized “ownership” may prove to be the difference, as Nebius probably has a longer runway than CoreWeave to figure out positive, sustainable unit economics."

From a macro perspective, CoreWeave is more cyclical and would benefit more from falling interest rates whereas Nebius would be more likely to survive a stagflationary period, where interest rates stay elevated.

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Nathan Lambert's avatar

Good post. Competing with Dylan I see ;)

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Kevin Xu's avatar

ha! hardly. I do these analysis regularly as an investor, might as well publish some once in a while.

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