On October 2, NEBIUS rose 3.25% in regular trading, trading at $241.07/share, with turnover of $510 million. The gain was primarily driven by the company's announcement of its acquisition of Israeli AI infrastructure startup Inferize, in a deal valued at up to $150 million.

Inferize owns proprietary technology designed to shorten the time needed to launch and scale large AI models while cutting costs. Its team will be integrated into Nebius Token Factory, the company's managed inference platform. This acquisition marks the latest in a series of inference-focused deals, following the $643 million acquisition of Eigen AI and the purchase of Clarifai, signaling an aggressive push to build out a full-stack AI inference capability.

The move also comes amid a string of recent positive catalysts, including a binding 50MW data center capacity agreement with AIB Data Centers in the southeastern US under a 12-year initial term, William Blair initiating coverage with an Outperform rating and a mean analyst target price of $289.45, and the company's planned GPU cloud service price hike of approximately 20% effective October 1.

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