M. V. Cunha(@mvcinvesting):🚨 JUST IN: $NBIS has acquired Inferize, an AI inference optimization startup, to strengthen its Token Factory production inference stack. Inferize’s technology is designed to reduce model “cold starts”, the time it takes for AI models to load before they can begin serving requests. That can leave GPUs sitting idle during demand spikes, new instance launches, or model updates. By integrating Inferize’s technology and engineering team into Token Factory, Nebius says it aims to improve GPU utilization, make capacity more elastic, reduce inference costs, and serve more customer demand from the same infrastructure.

2026.10.01 11:21

🚨 JUST IN: $NBIS has acquired Inferize, an AI inference optimization startup, to strengthen its Token Factory production inference stack. Inferize’s technology is designed to reduce model “cold starts”, the time it takes for AI models to load before they can begin serving requests. That can leave GPUs sitting idle during demand spikes, new instance launches, or model updates. By integrating Inferize’s technology and engineering team into Token Factory, Nebius says it aims to improve GPU utilization, make capacity more elastic, reduce inference costs, and serve more customer demand from the same infrastructure.

M. V. Cunha@mvcinvesting

2026.09.30 15:16

🚨 $NBIS is reportedly eyeing another acquisition. Calcalist, Israel’s leading financial newspaper, reports that Nebius is exploring the acquisition of an Israeli company in a deal valued at $100M-$150M. No other details were disclosed.