This video captures a high-energy panel from RAISE Summit 2025 the place Roman Chernin (Co-founder & CBO, Nebius) joins leaders from Lambda, Crusoe, Morantis, and Sisters to unpack why compute has develop into the lifeblood of AI.
Moderators body “infrastructure as the brand new oil,” and panelists discover the shift from general-purpose cloud to specialised AI infrastructure – overlaying GPU economics, financing gigawatt campuses, and the operational realities of high-density energy and superior cooling. They distinction legacy multi-tenant CPU clouds with AI clusters that may’t be time-sliced in the identical approach, detailing new approaches to virtualization, material partitioning, and strict multi-tenancy.
Audio system debate pace as the last word moat – how briskly groups can construct 100MW+ information facilities, arise clusters, and ship “time to first FLOP.” The dialogue ranges from sovereign-cloud methods in Europe to disaggregated inference, managed providers, and the software program stack enterprises really need (from Kubernetes/Slurm as much as turnkey inference APIs). They study whether or not suppliers should transfer up the stack or can win at scale purely with world-class infrastructure, and the way buyer expertise, ecosystem, and assist decide enterprise adoption.
For B2B tech leaders, the session provides a candid take a look at constructing, working, and productizing AI compute amid international competitors for scarce GPUs and power.
