Modular AI vs Nebius

By valuation, Nebius is the larger company at $25B versus $1.6B — a 15.6x difference. Size can also be measured by team: Modular AI employs 150 people while Nebius has 1,000 employees.

Nebius has raised more in total funding at $2B, compared to Modular AI's $380M — a gap of $1.6B. Combined, the two companies have completed 5 known funding rounds.

Nebius leads with an Awaira Score of 84/100, while Modular AI sits at 76/100. That 8-point gap reflects real differences in funding, scale, and traction — it's not a vanity metric.

Modular AI was founded by Chris Lattner in 2022. Nebius's founder information is not currently available in our database.

Modular AI: Modular AI, founded in 2022 and valued at $1.6 billion, develops infrastructure software for AI systems. The company has raised $380 million in Series C funding. Modular AI's core focus is building compiler and runtime technologies that optimize AI model execution across diverse hardware platforms. The company's primary product is Mojo, a programming language designed to bridge the gap between research and production AI systems, enabling developers to write performant code without switching between multiple languages. Mojo combines Python's accessibility with systems programming capabilities, targeting the inefficiencies in traditional AI development workflows. The platform addresses a critical pain point in AI infrastructure: the fragmentation between high-level ML frameworks and low-level optimization requirements. Modular AI positions itself within the growing AI infrastructure layer, competing alongside companies focused on model optimization, deployment, and hardware abstraction. The company operates in a competitive landscape that includes established players in compiler technology and emerging AI infrastructure vendors. Modular AI's approach emphasizes developer productivity and hardware portability, allowing AI engineers to optimize code for various accelerators and processors. The company's growth trajectory reflects broader demand for specialized infrastructure solutions as enterprise AI adoption accelerates. Specific customer deployments are not widely disclosed, though the company targets enterprises seeking deployment flexibility and performance optimization. Modular AI develops Mojo, a systems programming language designed to unify AI research and production workflows by eliminating language switching friction. Nebius: Nebius is a Dutch AI infrastructure company that provides full-stack AI cloud computing services, from GPU clusters to managed machine learning platforms. Originally spun out of Yandex, Nebius has established itself as a major AI infrastructure provider with strategic partnerships including a $2 billion investment from NVIDIA and a $27 billion infrastructure deal with Meta covering dedicated GPU capacity and compute resources over a five-year period. The company operates AI-optimized data centers and offers cloud services that span the entire AI stack — from bare-metal GPU access through high-level managed AI services. Nebius competes in the rapidly growing AI cloud market alongside CoreWeave, Lambda, and the major hyperscalers, differentiating through deep engineering expertise across hardware and software layers.

Modular AI got there first, launching in 2022 — that's 1 year of extra runway. Nebius didn't arrive until 2023. In AI, that kind of head start means more training data, deeper customer relationships, and a bigger talent moat.

Modular AI has about 150 employees; Nebius has about 1,000. A bigger team usually means more revenue or heavier VC backing, but in AI, small teams can build at massive scale.

Yes — they're direct rivals. Both Modular AI and Nebius compete in AI Infrastructure, targeting many of the same buyers. If you're evaluating one, you should be looking at the other.