Marc Boroditsky (@marcboroditsky), Chief Revenue Officer of @nebiusai ( $NBIS ), says the next phase of AI is shifting from.. 'What are AI natives building?' to 'When are enterprises adopting?' "Lots of discussion about the CapEx, power & stock prices, which I think, at the end of the day, is a bit of a distraction because this is a marathon that we're running." "Actually being able to drive that enterprise adoption, that's the critical next stage for the entire industry." On the data center build-out: "The biggest challenge that many of our competitors are facing is being single-threaded, which is strange when you're in a multi-threaded parallel processing industry." Looking ahead.. "The next 12 months in AI is an eternity.

Marc Boroditsky (@marcboroditsky), Chief Revenue Officer of @nebiusai ($NBIS), says the next phase of AI is shifting from.. 'What are AI natives building?' to 'When are enterprises adopting?' "Lots of discussion about the CapEx, power & stock prices, which I think, at the end of the day, is a bit of a distraction because this is a marathon that we're running." "Actually being able to drive that enterprise adoption, that's the critical next stage for the entire industry." On the data center build-out: "The biggest challenge that many of our competitors are facing is being single-threaded, which is strange when you're in a multi-threaded parallel processing industry." Looking ahead.. "The next 12 months in AI is an eternity.