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M. V. Cunha
@mvcinvesting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
Joined July 2020
398 Following    95.2K Followers
16 months later, Higgsfield AI has gone from $0 to $700M in ARR, scaling with $NBIS from day one. The company just raised $400M at a $5.4B valuation. Pretty amazing to have followed this journey literally from the beginning. Hats off to Alex and the team!
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As a $NBIS shareholder, I really love this. Higgsfield AI is one of the best AI video tools out there, and in this short interview, its Founder explains why they chose $NBIS over other GPU cloud providers. 👀 Key takeaways: - Nebius is very friendly to start-ups. If you talk to developers off the record, you'll often hear that larger cloud providers have unclear terms, while Nebius offers full transparency and fair terms with its on-demand GPU offering. As I explained in my previous article, this is particularly attractive for start-ups and smaller developers because they can't predict exactly how their workloads will change. "Nebius has much better flexibility than any other cloud." - Larger cloud providers typically aren't interested in start-ups — they prefer higher-volume customers. "Nebius provides infrastructure and reliability at the same level as Google or Amazon." Again, just like I said in my last article, hyperscalers are not a threat because they often serve different needs. - Nebius uses a pay-per-token model, and the AI Studio is highly versatile in terms of model offerings, supporting everything from ChatGPT to DeepSeek and other LLMs. - It's very easy to work with Nebius. The team is highly responsive, unlike larger cloud providers. - "Nebius' flexibility, combined with its strong support, will likely attract many media companies." - Other cloud providers have lengthy agreements — sometimes up to 200 pages — while Nebius keeps it simple with 3-5 page contracts. Transparency matters. - Most cloud providers require commitments for a fixed number of GPUs per year, which most start-ups can't handle. Nebius, however, offers resource-based commitments, where a minimum spend unlocks discounts instead of requiring a set GPU quota. - Nebius provides a level of customization and flexibility that no other cloud provider offers. Long $NBIS.
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