Roman Chernin
speaker
1,558 appearances
3 recordings
3 series
first heard May 2026
last heard 7 Jun
Roman Chernin’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
who has power against Nvidia.
We are in the capital intensive game, and we're competing with the most capitalized companies in the world.
Our CapEx program this year is 20, $25 billion.
Our competitors, hyperscalers, have eight times bigger.
In the next six months, the capital cannot help.
Six months is too short time.
You have what you have, you need to deliver.
Consolidation.
Yeah, I think that the main threat for Nebios as a business is the world will be too much consolidated.
It's like a shark.
You're alive when you move, right?
So we have to move.
No, I don't believe it's a bubble.
Define the bubble.
Do I believe that we will need tens or hundreds times more to build?
I fairly believe.
I'm probably biased.
I would probably not be in the business that we are doing if I wouldn't believe.
So I think that we are just at the beginning of this amazing moment when Jensen calls it like useful AI.
And we're just at the beginning of this kind of real adoption.
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