Ashley Chen (He/Him)

NOT A REAL BLUE-CHECK. Attorney, Emory Law School, Former Expat in Asia. Currently in technology sales with Super Micro Computers.

[Nebius Token Factory @nebiustf]

NVIDIA Nemotron™ 3 Ultra is now live on Nebius Token Factory.

It’s built for long-running agents across coding, deep research and enterprise workflows.

Nemotron 3 Ultra delivers frontier reasoning with up to 5x faster inference and up to 30% lower cost for agentic workloads.

For builders, the next question is production: performance, reliability, economics and control.

Run it today: https://t.co/kHWvYquwoy

[Ashley Chen (He/Him) @piechartking]

Every day I get to work at Nebius and partner with Nvidia - love what I get to do.

[Nebius @nebiusai]

The feeling’s mutual, @NVIDIA.

[Ashley Chen (He/Him) @piechartking]

@EndicottInvests No he means that Anthropic’s insane growth is a precursor or preview into what is coming for open source frontier models.

[Guitar Gods Unleashed @gguworld]

"Ramble On" is 56 years old and Robert Plant just walked onto The Late Show and made it sound like he wrote it this morning.

[Ashley Chen (He/Him) @piechartking]

Proud to be a Nebian!

[M. V. Cunha @mvcinvesting]

I just finished going through BofA’s research on $NBIS.

Here are the key competitive advantages they highlight: ⬇️

1) Differentiated virtualization layer and distributed compute fabric

Nebius’ most important differentiator is its virtualization layer, which allows GPUs across multiple data centers to function as a single unified cluster.

This matters a lot more than it might seem at first. AI workloads are no longer just about raw compute, they’re about how efficiently that compute can be assembled, scaled, and allocated across geographies.

With power constraints, GPU shortages, and long data center build timelines, the ability to pool distributed resources into one system becomes a major advantage. It allows for:

- Higher utilization
- Faster deployment
- Better ability to serve variable demand

GPU innovation is moving faster than infrastructure expansion, so software layers like this become increasingly valuable over time.

Importantly, Nebius appears to be the only player currently enabling global GPU orchestration. Most neoclouds are limited to virtualization within a single data center, and hyperscalers like Oracle or Microsoft don’t yet offer this type of GPU-specific orchestration across locations.

That makes this a potentially durable and hard-to-replicate edge.

2) Full stack AIaaS cloud offering creates defensible long-term moat

On top of its infrastructure, Nebius has built a full AI cloud platform that simplifies how companies build, train, and deploy models.

The key value proposition here is abstraction: customers don’t need large internal AI/ML teams to operate complex workloads. As AI moves from experimentation to production, this becomes increasingly important.

Then there’s Token Factory, which is a big part of the differentiation:

- Enables large-scale inference and model serving out of the box
- Supports 60+ models (including open-source)
- Allows easy fine-tuning and deployment
- Offers predictable, transparent pricing ($/token)
- Claims significant cost savings vs proprietary models
- Provides enterprise-grade governance and security
- Uses an OpenAI-compatible API (lower switching friction)

From Nebius’ perspective, this does two important things:

- Improves utilization of idle compute
- Introduces a more recurring, usage-based revenue stream

It also increases platform stickiness, especially for enterprises that want a turnkey AI solution without building internal infrastructure.

Long term, if inference becomes the dominant workload (which is the current direction), Token Factory could become a very meaningful moat.

3) Leadership team with proven hyperscale execution and deep technical DNA

Nebius is led by a team that previously built and operated Yandex’s infrastructure across multiple verticals (search, cloud, autonomous driving, etc.).

That experience is highly relevant:

- Managing large-scale data centers
- Operating multi-generation hardware fleets
- Building distributed systems at scale

What stands out is not just the technical capability, but the execution track record. Yandex was able to outperform global players like Google and Uber in its home market.

In their view, this combination of deep technical expertise and proven execution is one of Nebius’ strongest assets.

[Ashley Chen (He/Him) @piechartking]

@akshay_pachaar If I’m a total novice, do I first need to understand linear algebra or statistics etc?

[Ashley Chen (He/Him) @piechartking]

@ATRightMovies Maybe people would rate it highly if you’re a film person I suppose, but for a normie like me it was awful to endure.

[Tiffany @tiffanytunes]

Awesome to hear your song on your favorite TV series @Stranger_Things ❤️ Gave me goosebumps.❤️Alone now in the Upside Down. #StrangerThings5 #Netflix

[Ashley Chen (He/Him) @piechartking]

@thisguyknowsai @threadreaderapp unroll

[Ashley Chen (He/Him) @piechartking]

@LaughingTroll1 @CGasparino @realDonaldTrump Lmao oh it’s 12D chess that Trump is playing….got it

[Ashley Chen (He/Him) @piechartking]

awww....so sweet.

[Historic Vids @historyinmemes]

Robin Williams' mom was one of the only people that could get his real laugh out

[internet hall of fame @InternetH0F]

Never forget when Gordon Ramsay made Pad Thai for a Thai chef

[Kaguya’s Top Gal @hayasaka_aryan]

_

[Acyn @Acyn]

Behn: My biggest pet peeve in politics is when people who don’t live in the South say, “You get what you voted for.” Because this is not what I voted for. I didn’t vote for the highest maternal mortality rate in the country. I didn’t vote for the most dangerous place for workers in the country. I didn’t vote for the highest inflationary cost of groceries in the country.

[Catarina Senora Gatita @WyattCatarina]

Have u noticed that Gen Z's resurrecting the golden era of '70s and '80s tunes, whether they're shredding on guitars or busting moves? They're killin it!
John Fogerty jam, "Have You Ever Seen the Rain?"

[Elwin @elitwitt2]

@TheCinesthetic Thor arrival in Avengers: Infinity War.

[cinesthetic. @TheCinesthetic]

Theaters across the world exploded when Captain finally lifted Mjolnir

[Historic Vids @historyinmemes]

That time Julia Louis-Dreyfus accidentally swore in front of Elmo...

[Ashley Chen (He/Him) @piechartking]

@EvanAKilgore lol we’ll see about that after your side runs nonstop ads and gets every podcast bro to talk about how Newsom and the Democrats’ only policy is bearded men to beat up little girls in HS basketball while hogging all the women’s bathrooms after drag queen story hour.

[Ashley Chen (He/Him) @piechartking]

@TaylorRansomX former missionary school kid here. Now agnostic, but I think you’re funny and keep following that voice in your heart - it tells the truth and it’s hella funny.