The Battle for Intelligence and Infrastructure: Ahmet Atayev’s Analysis and Forecast

We are witnessing a systemic shift. AMI Labs ($1.03B) is building the "brains" by teaching AI the laws of physics. Meanwhile, Nvidia and Nebius ($2B) are building the "muscles" through 5GW AI factories. Comparison: While OpenAI acts as a global "librarian," AMI Labs is the "engineer." Nebius is becoming the primary "construction site" for these engineers, utilizing Nvidia's Rubin chips. Forecast: By 2027, the first autonomous AI agents will emerge, capable of managing complex physical assets without "hallucinating." The AI cloud market will quadruple, positioning Nebius as a critical bridge between US and EU tech sectors.

Source: Amul Info, Ahmet Atayev’s Analytics