$NVDA CTO Michael Kagan Spotlights $NBIS for 15-Minute Node Repair, Early GB300 Access and Move Toward Vera...

Nvidia ($NVDA) CTO Michael Kagan just spotlighted Nebius ($NBIS) for its 15-minute node repair, early GB300 access, and move toward Vera Rubin, calling what Nebius has built "worth paying attention to."
Nebius also buys the full Nvidia stack while hyperscalers keep pushing their own chips, making neoclouds a really important customer base for Nvidia.
Kagan also highlighted its "genuine bet on serverless inference" as Nebius moves beyond GPU rental toward a stickier platform with more software value.