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.

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