Nebius Group: Yandex History & NeoCloud Business
Former Product Manager at Nebius Group
inpractise.com/articles/nebius-group-yandex-history-and-neocloud-business
Nebius Group: Yandex History & NeoCloud Business(September 24, 2025)
Former Product Manager at Nebius Group
Interview Transcript
This is a snippet of the transcript.Contact Salesto get full access.
So even though they were many time zones away, they were very familiar with Yandex?
Yes. Then, when the war happened, they took the most highly-rated engineers with them. There was a threshold above which they took people, so they took the top engineers from the best company in Russia.
This is a snippet of the transcript.Contact Salesto get full access.
Yes, that's totally fair. I didn't mean to discount their internal chips. Clearly, everyone wants to diversify away from Nvidia for obvious reasons. How much of a priority is it for a firm like Nebius to work with companies like AMD or other chip providers to help customers adopt and run workloads on other chips? Even though programs like CUDA are much more advanced and widely adopted than ROCm, which is open-source and allows the use of AMD's chips. It's in their interest to move away, but they're so dependent on Nvidia. Do they have any chance of diversifying away from Nvidia?
First of all, I do not believe that Nebius has that goal right now. Basically, they exist because Nvidia uses them as one of the distribution channels. NeoClouds exist because Nvidia wants them to exist, and they use them as a main distribution channel. In cases of CoreWeave and Nebius, one of the key investors is Nvidia, so they brought a lot of investors with them. That's the first thought.
This is a snippet of the transcript.Contact Salesto get full access.
Related Content
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
Former Senior Manager at Amazon Web Services
AWS: Containers, Kubernetes, & EC2 Stickiness
Former Senior Manager at Amazon Web Services
AWS Series: Kubernetes & The Portability Illusion
AWS: Running a Hyperscale Data Center
Former Director at Amazon Web Services
Copyright Notice
This document may not be reproduced, distributed, or transmitted in any form or by any means including resale of any part, unauthorised distribution to a third party or other electronic methods, without the prior written permission of IP 1 Ltd.
IP 1 Ltd, trading as In Practise (herein referred to as "IP") is a company registered in England and Wales and is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice.
In Practise reserves all copyright, intellectual and other property rights in the Content. The information published in this transcript (“Content”) is for information purposes only and should not be used as the sole basis for making any investment decision. Information provided by IP is to be used as an educational tool and nothing in this Content shall be construed as an offer, recommendation or solicitation regarding any financial product, service or management of investments or securities. The views of the executive expressed in the Content are those of the expert and they are not endorsed by, nor do they represent the opinion of In Practise. In Practise makes no representations and accepts no liability for the Content or for any errors, omissions, or inaccuracies will in no way be held liable for any potential or actual violations of laws, including without limitation any securities laws, based on Information sent to you by In Practise.
© 2025 IP 1 Ltd. All rights reserved.