Nebius Just Became a Serious Contender in AI Inference. It’s a Strong Buy Even at All-Time Highs.

Nebius Group's (NBIS) stock is surging after the company acquired a U.S. inference and model optimization startup for $643 million. The startup in question is Eigen AI, a company that makes large language models (LLMs) run faster and cheaper. In other words, it operates in the inference arena, the actual usage of LLMs rather than their training. 

The reason its core focus is important is that inference is where the world is heading right now. Remember the CPU demand surging last month? That was all because of inference. And Nebius has now strengthened its prospects of benefiting from this trend by acquiring Eigen AI.