Nebius (NBIS) CRO on MSFT Partnership & Global A.I. Growth

Marc Borodistky, CRO at Nebius (NBIS), talks about how the A.I. infrastructure company has grown through a model he parallels with Amazon's (AMZN) AWS cloud platform. The company came into full view of Wall Street after it acquired a $17.4 billion deal with Microsoft (MSFT) earlier in September. Marc considers the deal a massive stepping stone to what he calls "durable" demand for Nebius and similar data center companies. He notes global expansion adding to Nebius's expanding A.I. moat.

Market On Close

26 Sep 2025

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