Overview
- Nebius, which announced the deal Friday, will pay about $643 million in cash and Class A shares, with closing targeted in the coming weeks pending antitrust review.
- Eigen AI’s inference and post‑training optimization software will plug into Token Factory, Nebius’s managed service that provides autoscaling endpoints and fine‑tuning for popular open‑source models like Llama, Qwen and Gemma.
- Eigen’s founders from MIT’s HAN Lab will join Nebius to open a San Francisco Bay Area engineering hub, bringing techniques such as Sparse Attention and AWQ that help run large models faster on fewer GPU resources.
- NBIS shares jumped between 8.5% and 11.8% after the announcement, with some outlets reporting a Friday close near $154.49.
- Inference is forecast to make up roughly two‑thirds of AI compute this year, so investors will watch how quickly Nebius weaves Eigen’s stack into Token Factory and whether the next earnings report shows better performance per dollar and stronger customer uptake.