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Last updated May 18, 2026 (about 4 months ago).

capital · May 18, 2026

Nebius CEO Roman Chernin Details Token Factory Strategy on Q1 2026 Earnings Call

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Nebius CEO Roman Chernin explained the Token Factory platform during the Q1 2026 earnings call on May 15, 2026. The platform addresses inference challenges for open-source models such as DeepSeek, Llama, and Qwen with sub-second latency and 99.9 percent uptime. Nebius Group N.V. completed three acquisitions in Q1 including Tavily, Eigen AI for $643 million, and Clarifai licensing to build an end-to-end agentic AI deployment stack. Early adopters reported up to 26x cost reductions versus proprietary frontier models. Nebius Group N.V. raised 2026 revenue guidance to $3.0-3.4 billion.

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