Chief Revenue Officer, Nebius Group N.V.
Verified interview transcripts, podcast appearances, and direct quotes from Marc Boroditsky, Chief Revenue Officer at Nebius Group N.V.. AI-verified speaker identity with full-text searchable transcripts.
Marc Boroditsky, chief revenue officer at Nebius reacts to SpaceX's results and addresses the recent volatility in neocloud stocks, alongside President Trump's call for a data center dividend.
Fireside Chat: The New Economics of Intelligence Guest: Marc Boroditsky, CRO at Nebius Host: Rik van der Kooi, Venture Partner at Fellows Fund Recorded at Fellows Forum 2026 (September 23 to 24, 2026).
08/12/2026 Q&A: 16:04 Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driving technology for self-driving cars and delivery robotics. It has a strategic alliance with…
Day 2 of RAISE Summit in Paris, the biggest AI summit in Europe. 12 founders, operators, and investors give us their hottest takes on the debates splitting the room right now: is token maxing genius or a waste, is open source dying or about to take over, and are we in a bubble. The disagreements are the best part. Dylan Patel (SemiAnalysis) loves token maxing and says open source is dying quickly, while others call token maxing the wrong approach entirely. Qasar Younis (Applied Intuition) on the opulence phase of the cycle and the pullback he sees coming. Apoorv Agrawal (Altimeter) on the fou…
🚀 Apply to Nebius for Startups: https://www.nebius.com/startups --- Marc Boroditsky is a seasoned leader and ex-founder who has successfully built and scaled multiple companies. He currently holds a senior leadership position at Nebius, where he leverages his extensive background in enterprise sales and infrastructure to help the next generation of founders navigate the complexities of growth. In this episode, Marc dives deep into the mindset required to scale a startup in today’s competitive landscape. Marc also shares why founders should prioritize finding partners who invest in their succes…
Nebius’ Chief Revenue Officer Marc Boroditsky joins TITV to discuss its $4B debt raise after its Nvidia & Meta deals, Nvidia’s new Groq chip and its 2026 strategy. Next, The Information’s Jyoti Mann talks about a rogue Meta AI agent triggering a major security alert. We also talk with Offline Ventures’ Brit Morin about AI agent workflows and security, Financial Analysis Columnist Columnist Anita Ramaswamy about why Canva was smart to delay its IPO, and we get into the $5 billion Qualtrics debt drama & AI with Ross Gerber of Gerber Kawasaki Wealth & Investment. Articles discussed on this epi…
Nebius Chief Revenue Office Marc Boroditsky discusses the company’s $27 billion deal with Meta and its $4 billion debt raise to support massive AI infrastructure growth. He also breaks down the overwhelming demand for Nvidia chips and why rivals like Google’s TPUs are struggling to gain traction. Subscribe: https://www.theinformation.com/subscr... The Information’s TITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts. Follow us: X: https://x.com/theinformation IG: / theinformation TikTok: / titv.theinformation LinkedIn:…
BTW we're looking for sponsors to do more of these! Please reach out through the email at the end of the video. 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets and Market Opportunities 27:43 Skepticism and Market Re…
Marc Boroditsky is the Chief Revenue Officer at Nebius and a seasoned tech executive with over 30 years of experience leading high-growth software companies. Previously, he served as CRO at Twilio, President of Revenue at Cloudflare, and VP at Oracle following the acquisition of Passlogix, one of several startups he founded and successfully exited to major acquirers including Cisco, Oracle, and Twilio. Marc has deep expertise across SaaS, cloud, and security, and is known for scaling organizations from early concept to billions in revenue while building world-class go-to-market and product str…
Nebius is one of the fastest-growing players in the AI infrastructure race. In this episode, Chief Revenue Officer Marc Boroditsky explains how Nebius is supplying compute power to giants like Microsoft, building next-gen data centers, and navigating the gold rush for Nvidia chips. We break down the economics behind the $17 billion Microsoft deal, the rising demand for inference, and growing fears of overbuild in the AI economy. CHAPTERS 0:42 – What Nebius is and why it can be the “AWS of AI” 2:12 – Competing with CoreWeave and defining the neocloud market 3:51 – Inside the $17B Microsoft dea…
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. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th…
Marc Boroditsky CRO Nebius, former Cloudflare and Twilio.
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