Nebius Acquires Eigen AI for $643M to Enhance AI Inference Platform

Nebius, a publicly traded AI cloud computing company, has agreed to acquire Eigen AI, a specialist in inference and model optimization, in a transaction valued at approximately $643 million. The acquisition aims to integrate Eigen AI’s advanced optimization stack and elite research team into Nebius’s Token Factory platform, enhancing performance and scalability for enterprise AI deployments.

The deal consideration consists of a combination of cash and Nebius Class A shares, based on Nebius’s 30-day weighted average stock price at signing. The transaction is expected to close within the coming weeks, subject to customary conditions including antitrust approval.

Eigen AI, headquartered in the San Francisco Bay Area, is recognized for its full-stack optimization approach spanning post-training, fine-tuning, and production inference across major open-source AI models such as GPT-OSS, Llama, and Gemma. Its founding team includes researchers from MIT’s HAN Lab and CSAIL, with notable contributions like Sparse Attention and Activation-aware Weight Quantization, which have become industry standards for efficient AI model serving.

By integrating Eigen AI’s inference and post-training optimization layers directly into Nebius Token Factory, Nebius aims to deliver faster time to production, improved unit economics, and enhanced model adoption speed for its customers. The acquisition also brings Eigen AI’s founding team onboard to establish a new Nebius engineering and research hub in the San Francisco Bay Area, accelerating the company’s US market expansion.

“We operate in a capacity-scarcity world where AI builders need optimized inference and infrastructure scale,” said a Nebius spokesperson. “Integrating Eigen AI’s capabilities positions Nebius Token Factory at the forefront of inference, offering market-leading model performance backed by massive compute capacity.” Eigen AI’s co-founders echoed this sentiment, emphasizing the cultural and technological alignment with Nebius and their shared goal of simplifying AI model deployment.

The inference segment of AI is currently the fastest-growing area, driven by rising open-source model usage and increasing production workloads. Efficient inference requires expertise across model representation, GPU kernel execution, and real-time workload scheduling—areas where Eigen AI’s technology provides critical advantages.

Financial details such as revenue multiples or EBITDA were not disclosed. The acquisition is expected to generate synergies through enhanced product offerings, consolidated R&D efforts, and streamlined engineering teams. It also strengthens Nebius’s competitive position in AI cloud services, potentially prompting rivals to accelerate their own optimization and infrastructure investments.

Post-acquisition, Nebius plans to integrate Eigen AI’s optimization stack seamlessly into its platform while retaining key research talent. The combined entity aims to maintain technological leadership by leveraging research breakthroughs and scaling compute capacity to meet growing AI inference demand.

Regulatory approvals and integration challenges remain potential risks, including the complexity of merging advanced AI technologies and aligning corporate cultures. However, the acquisition marks a significant step in Nebius’s strategy to build a comprehensive AI cloud platform from data and model training to production deployment.

Looking ahead, Nebius expects the deal to enhance its product capabilities and accelerate growth in the US market, positioning the company as a leading managed inference platform provider in the evolving AI landscape.