Nebius Group N.V. announced a $643 million acquisition of California‑based inference and optimization company Eigen AI. The deal will be paid with up to $98 million in cash and approximately 3.8 million Nebius Class A shares, giving Eigen’s team and technology a stake in Nebius’s growing AI infrastructure business.
The acquisition is designed to strengthen Nebius’s Token Factory inference platform. Eigen’s optimization stack and research talent will enhance Nebius’s ability to deliver high‑performance, cost‑efficient inference services, a critical capability in a market where AI builders face capacity scarcity and demand rapid deployment of large models. By integrating Eigen’s technology, Nebius aims to offer customers market‑leading model performance and unit economics backed by massive compute capacity.
Nebius’s financial position supports the transaction. In Q4 2025, the company reported $228 million in revenue, a 547% year‑over‑year increase, and positive group adjusted EBITDA. Cash reserves stood at $3.68 billion as of December 31 2025, giving Nebius the liquidity to fund the acquisition while continuing to invest in capacity expansion that is expected to exceed 3 GW by the end of 2026.
Investors responded positively to the announcement, reflecting confidence in the strategic fit and the potential for margin improvement. The deal aligns with Nebius’s broader strategy to become a frontier managed inference platform and to capture a larger share of the rapidly growing AI infrastructure market.
Roman Chernin, co‑founder and Chief Business Officer, said, “We are operating in a capacity‑scarcity world where AI builders need optimized inference and infrastructure scale. The integration of Eigen AI’s optimization capabilities and founding team will establish Nebius Token Factory at the frontier of inference, offering customers market‑leading model performance and unit economics with massive compute capacity to back it at scale.”
The content on EveryTicker is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.