Europos DI infrastrukt\u016bros bendrov\u0117 \u201eNebius\u201c prane\u0161\u0117, kad jos ketvir\u010dio pajamos i\u0161augo iki 981 mln. JAV doleri\u0173, ta\u010diau dalis bendrov\u0117s bendrai naudojam\u0173 (co-location) duomen\u0173 centr\u0173 aik\u0161teli\u0173 susid\u016br\u0117 su v\u0117lavimais.<\/p>\n
Bendrov\u0117 taip pat nurod\u0117 matanti augant\u012f atvir\u0173 modeli\u0173 (open-weight) naudojim\u0105 savo platformoje. \u201eNebius\u201c teigimu, tre\u010di\u0105j\u012f ketvirt\u012f pajamos, palyginti su tuo pa\u010diu laikotarpiu prie\u0161 metus, \u0161oktel\u0117jo 571 proc., o augim\u0105 skatino paklausa DI infrastrukt\u016brai.<\/p>\n
\u201eNebius\u201c stato ir valdo duomen\u0173 centrus, kuriuose diegia grafikos procesorius (GPU), o prieig\u0105 prie \u0161ios skai\u010diavimo galios suteikia DI ir verslo \u012fmon\u0117ms. Kartu bendrov\u0117 si\u016blo specializuot\u0105 programin\u0119 \u012frang\u0105 DI taikom\u0173j\u0173 sprendim\u0173 vykdymui.<\/p>\n
\u012emon\u0117, kurios b\u016bstin\u0117 yra Amsterdame, ketvirt\u012f baig\u0117 patyrusi 37,5 mln. JAV doleri\u0173 gryn\u0105j\u012f nuostol\u012f \u2013 jis ma\u017eesnis nei 119,6 mln. JAV doleri\u0173 nuostolis prie\u0161 metus. Tuo metu investuotojams anks\u010diau kilus klausim\u0173 d\u0117l DI infrastrukt\u016bros bumo kainos, bendrov\u0117s vert\u0117 pra\u0117jus\u012f m\u0117nes\u012f buvo kritusi daugiau nei tre\u010ddaliu.<\/p>\n
\u201eNebius\u201c teigia, kad v\u0117luoja kai kuri\u0173 co-location duomen\u0173 centr\u0173 projekt\u0173 \u012fgyvendinimas, \u012fskaitant 300 MW galios objekt\u0105 Vinelande, Naujajame D\u017eersyje.<\/p>\n
Bendrov\u0117s vadovas Arkadijus Volo\u017eas pa\u017eym\u0117jo, kad tokio masto statybos yra sud\u0117tingos, o v\u0117lavimai \u0161iuo metu tapo industrijos realybe. Pasak jo, klientai apie situacij\u0105 informuojami, o planuota galia n\u0117ra at\u0161aukta.<\/p>\n
\u201eNebius\u201c nurod\u0117, kad Naujajame D\u017eersyje v\u0117lavim\u0105 l\u0117m\u0117 elektros tiekimo terminai. \u0160iame duomen\u0173 centr\u0173 miestelyje vienas did\u017ei\u0173j\u0173 klient\u0173 yra \u201eMicrosoft\u201c.<\/p>\n
Bendrov\u0117s teigimu, d\u0117l v\u0117lavim\u0173 dalis pajam\u0173 gali persikelti i\u0161 2026 met\u0173 \u012f 2027 metus.<\/p>\n
\u201eNebius\u201c verslo vadovas Romanas \u010cerninas sak\u0117, kad per pastaruosius m\u0117nesius atvir\u0173 modeli\u0173 \u012fsisavinimas platformoje akivaizd\u017eiai paspart\u0117jo.<\/p>\n
Jo vertinimu, didesn\u0117 rinkos diversifikacija bendrovei yra palanki, nes ple\u010dia potenciali\u0173 klient\u0173 ir partneri\u0173 rat\u0105: atviri modeliai bei kiti specializuot\u0173 sprendim\u0173 k\u016brimo b\u016bdai leid\u017eia aptarnauti daugiau skirting\u0173 naudojimo atvej\u0173.<\/p>\n
\u201eNebius\u201c taip pat pakartojo l\u016bkest\u012f iki 2027 met\u0173 pabaigos pasiekti nulin\u012f rezultat\u0105 prie\u0161 apmokestinim\u0105.<\/p>\n
Tokios prognoz\u0117s DI infrastrukt\u016bros rinkoje investuotojams svarbios vertinant, ar spartus pl\u0117tros tempas gali b\u016bti i\u0161laikytas kartu ma\u017einant nuostolius, ypa\u010d kai projekt\u0173 grafikus veikia energijos infrastrukt\u016bros apribojimai.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u201eNebius\u201c skelbia 981 mln. doleri\u0173 ketvir\u010dio pajamas, bet \u012fsp\u0117ja: d\u0117l duomen\u0173 centr\u0173 v\u0117lavim\u0173 dalis pajam\u0173 nusikels \u012f 2027 metus.<\/p>\n","protected":false},"author":0,"featured_media":70178,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[3194,102,2007,83,6851,1091,6849],"miestas":[],"class_list":["post-70177","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technologijos","tag-amsterdamas","tag-dirbtinis-intelektas","tag-duomenu-centrai","tag-fintech","tag-gpu","tag-microsoft","tag-nebius"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/70177","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=70177"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/70177\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/70178"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=70177"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=70177"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=70177"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=70177"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}