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![mvcinvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1285902652111499265.png) M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 48.1K followers
Created: 2025-07-10 11:33:09 UTC

I’ve been talking about this for a while now, but here’s direct confirmation from someone inside $NBIS.

Roman Chernin, co-founder and Chief Business Officer, on the coming wave of enterprise customers and the critical role of the software stack:

"I think the most important transition we've made is moving from serving AI startups to now focusing on two key dimensions. 

First, securing enough data center capacity and power to support the largest customers in this market — like superlabs and hyperscalers — and being able to meet their needs.

Second, continuing to build and expand our software stack to stay relevant for enterprise customers. I believe the next year or two will mark a major shift for us toward the enterprise segment. I think the last six months have been really promising. Some use cases have proven successful, and now we're seeing a huge acceleration in enterprise adoption. They can’t say anymore: 'It’s not working.'"

![](https://pbs.twimg.com/media/Gvfj1FgWkAAIxVO.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943272275060342878/c:line.svg)

**Related Topics**
[adoption](/topic/adoption)
[coins ai](/topic/coins-ai)
[cunha](/topic/cunha)
[$nbis](/topic/$nbis)
[$shop](/topic/$shop)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/mvcinvesting/status/1943272275060342878)