NeoCapCompaniesValuationsScenariosMetrics

Nebius

NBIS-🇳🇱 The Netherlands
Price
$129.50
as of Nov 6, 2026
Market cap
$35.2B
as of Nov 6, 2026
Next earnings
Thu, Nov 12
Q3 2026

M&A

Inferize
Oct 1, 2026

Inferize is an inference optimization company whose technology shortens the time needed to launch and scale large AI models, making inference workloads elastic and cutting the "idle GPU tax" from cold starts.

Key info
  • Acquired by Nebius to strengthen Nebius Token Factory, the company's managed inference platform for production AI
  • Terms of the transaction were not disclosed
  • Inferize founded January 2026; had a working prototype within three months
  • Team and technology join Nebius's inference engineering group, starting with integration into Token Factory
  • Follows prior inference-stack moves: Eigen AI acquisition and Clarifai core-team/IP licensing
History (1 stage)
  • Oct 1, 2026Completed— Announced via 6-K/EX-99.1 as a completed acquisition; terms not disclosed.
Eigen AI
Jun 10, 2026

Eigen AI is an inference and model-optimization company.

Key info
  • Cash-and-stock deal, ~$643M aggregate value (30-day VWAP basis); up to $98M cash + 3.8M Class A shares; announced May 1, 2026, closed June 10, 2026
History (1 stage)
Clarifai (team/IP)
May 12, 2026

Clarifai is an AI inference and compute orchestration technology provider.

Key info
  • Acqui-hire: patent portfolio + non-exclusive perpetual license to inference/reasoning tech stack; commercial/price terms not disclosed
History (1 stage)
Tavily
Feb 10, 2026

Tavily is an agentic/real-time search infrastructure company based in Israel.

Key info
  • Reported price ~$275M initial, up to $400M with milestones (per press; not officially confirmed by Nebius); founder/CEO Rotem Weiss and team join Nebius
History (1 stage)