AMS:NEBI 1 May 2026 - 4 May 2026

Nebius Group N.V. is set to buy Eigen AI, sealing a cash-and-stock deal worth roughly $643 million. With this move, the Amsterdam company aims to bolster its role in the software powering artificial intelligence models post-training. Nebius said the acquisition strengthens its managed inference segment—the slice of AI cloud computing that handles real-time user queries. Inference — the part where a trained model spits out answers, writes code, or helps run an app — is now where costs are piling up in AI infrastructure. Deloitte projects inference will drive around two-thirds of AI compute demand this year, a jump from nearly half in 2025.

• Nebius is picking up Eigen AI in a cash-and-stock transaction that puts the deal’s value around $643 million.• The acquisition is all about AI inference—the deployment of trained models into live applications.• Shares of Nebius jumped, with the market digesting the move before the May 13 earnings release. Nebius Group N.V. is set to buy California-based Eigen AI for roughly $643 million, a move that folds the AI optimization startup into the Amsterdam cloud provider’s portfolio and boosts its presence in production-ready AI software.