Jul. 13 at 11:58 AM
$NBIS $AMZN
Nebius is majority owner of AI data-labeling company Toloka. Jeff Bezos just led a
$72 million investment round for Toloka and now holds a voting majority. From now on, Toloka will be managed independently from Nebius.
Toloka’s biggest clients are Amazon and Anthropic. For those unfamiliar with Anthropic, it’s a massive AI company backed by Amazon and valued at over
$60 billion. Anthropic is so large that Amazon is building data centers specifically for its use.
Toloka’s services are now being rolled into AWS for all of Amazon’s AI clients to use. Last year, Amazon claimed that 96% of AI/ML unicorns are AWS customers. Rolling Toloka into the AWS platform should significantly propel Toloka’s growth.
Toloka’s larger data-labeling rivals, Surge AI and Scale AI, have just seen investment rounds that valued them at
$15 billion and
$29 billion, respectively. With help from Amazon, we could see Toloka rival these valuations at some point in the not-too-distant future.
