Nebius Group N.V. agreed to acquire U.S.-based Eigen AI for approximately $643 million. The transaction utilizes a combination of cash and stock. This acquisition integrates Eigen AI’s optimization technology into the Nebius Token Factory platform.

The move bolsters Nebius’s managed inference capabilities for production-grade AI. Eigen AI’s founding team of MIT researchers will join Nebius to launch a San Francisco Bay Area office. This team will establish a permanent engineering and research presence in the United States.

Nebius (NBIS) shares surged more than 11% on Friday, May 1, 2026. The market responded to the company’s expansion into the high-growth AI inference segment. The transaction is expected to close within the coming weeks.