智通财经网·2025-11-05 12:56Core Insights - Nebius, an AI cloud service provider, is launching a new product called "Token Factory" to enhance its market share in the AI sector by providing access to open-source models and the necessary computing power [1][2] - The Token Factory focuses on inference workloads, allowing customers to choose from leading open-source models like OpenAI's GPT-oss and Meta's Llama, while offering secure computing capabilities [1] - Nebius competes with cloud products from Amazon and Microsoft, with Microsoft recently agreeing to acquire AI computing capabilities from Nebius worth up to $19.4 billion [1] Company Overview - Nebius, based in the Netherlands, spun off from Russian internet company Yandex last year and has become a notable "new cloud service" provider, selling AI cloud service resources from data centers in the US, Europe, and Israel [2] - The company possesses one of the first publicly available clusters of NVIDIA's latest AI chips in Israel [2] - Nebius aims to attract more customers with a diverse product line rather than focusing solely on profit growth, as stated by co-founder and CBO Roman Chernin [2][3] Market Trends - There is a shift among AI application developers towards relying on powerful models from top AI labs, which are often closed-source or proprietary, leading to a demand for more flexible and cost-effective solutions [2][3] - Chernin noted that developers are moving away from closed ecosystems to adopt a more diverse product portfolio, which Nebius aims to provide through its scalable and reliable platform [3] Client Engagement - Early clients of Token Factory include Amsterdam-based tech company Prosus and AI video platform Higgsfield, with HuggingFace also utilizing Nebius's infrastructure for inference [3]