Nebius Group NV（NBIS）のニュースとイベントNBISNebius Group NV

Nebius Group Shares Rise 4.48% to $242.68

Cboe data shows mixed options sentiment in Nebius Group NV (NBIS), with shares up $10.40, or 4.48%, near $242.68. Options volume roughly in line with average with 213k contracts traded and calls leading puts for a put/call ratio of 0.73, compared to a typical level near 0.68. Implied volatility (IV30) dropped 2.41 near 74.19,in the lowest 10% of observations over the past year, suggesting an expected daily move of $11.34. Put-call skew steepened, indicating increased demand for downside protection.

Nebius Acquires Inferize for Inference Optimization Technology

Nebius has acquired Inferize, an inference optimization company whose technology shortens the time needed to launch and scale large AI models, making inference workloads elastic. Inferize's technology and team have joined Nebius Token Factory, Nebius's managed inference platform for production AI. Cold starts - the time models need to load before serving a single request - impose additional time and costs on teams running AI models in production at scale. This leaves assigned GPUs idle at launch time, when demand spikes and new instances spin up, and when weights are updated mid-run for example during reinforcement learning - and forces platforms to hold spare capacity just to hit their service-level targets. Inferize's technology cuts this "idle GPU tax", enabling capacity to scale much more closely with actual usage and driving higher capacity utilization and better token economics. Inferize adds another layer to how Nebius runs production inference. Eigen AI brought optimization at the model, kernel and system levels into Nebius Token Factory, while Clarifai's core team and licensed technology added system-level inference and compute orchestration. Founded in January 2026, the Inferize team had a working prototype within three months. Inferize's engineers will work across Nebius Token Factory, starting with the integration of their technology. The terms of the transaction were not disclosed.