Roman Chernin

Co-founder & Chief Business Officer, Nebius Group N.V.

Search every verified Roman Chernin interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Roman Chernin, co-founder and chief business officer of Nebius, discussed the company's position in the AI infrastructure market in a June 2026 interview. He stated that he does not believe the sector is a bubble, arguing that demand for compute will grow substantially as AI adoption expands. Chernin described Nebius as operating in a capital-intensive field, noting its 2025 capital expenditure program of $2 billion, which he said is smaller than the programs of major hyperscalers. He also discussed the company's "Token Factory" managed inference service, which he said supports 60 open-source models and can reduce inference costs by up to 70% through techniques such as model distillation and optimization. Chernin identified market consolidation as the primary threat to Nebius, saying that if a small number of large companies come to dominate AI, firms like Nebius would only serve their physical infrastructure needs. He emphasized the importance of continuous movement and adaptation in the fast-paced market, comparing the company's need to keep progressing to a shark that must keep moving to stay alive.