Sam Badawi(@Sam_Badawi):Nebius $NBIS lifted AI training throughput 1.1% across 192 Nvidia $NVDA B300 GPUs with one PyTorch setting and no new hardware. That is about two extra GPUs' worth of output, which matters when Microsoft $MSFT and Meta $META have signed Nebius deals worth tens of billions. Nvidia is also a $2B Nebius investor, while AMD $AMD is the rival chipmaker with OpenAI and Anthropic deals of its own. Nebius says the gain is modest and based on one model and one setup, but a 1% edge across a cluster this size is real money.

Sam Badawi

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Sam Badawi@Sam_Badawi

2026.11.06 17:24

Nebius $NBIS lifted AI training throughput 1.1% across 192 Nvidia $NVDA B300 GPUs with one PyTorch setting and no new hardware. That is about two extra GPUs' worth of output, which matters when Microsoft $MSFT and Meta $META have signed Nebius deals worth tens of billions. Nvidia is also a $2B Nebius investor, while AMD $AMD is the rival chipmaker with OpenAI and Anthropic deals of its own. Nebius says the gain is modest and based on one model and one setup, but a 1% edge across a cluster this size is real money.