Nebius (NBIS) stock surged 5% in Wednesday's pre-market trading following the announcement of its new product, Nebius Token Factory, aimed at delivering production AI inference at scale. The launch marks a significant step for the AI cloud service provider as it seeks to expand its market share in the competitive AI sector.
Token Factory is designed to offer customers access to leading open-source models, including OpenAI's GPT-oss, Meta's Llama, and DeepSeek, while providing secure computing resources for application deployment. This new platform focuses on inference workloads, allowing developers to seamlessly transition from initial setups to full-scale deployments. Early adopters of the service include Amsterdam-based tech firm Prosus and AI video platform Higgsfield, with Hugging Face also utilizing Nebius's infrastructure for inference.
The launch of Token Factory positions Nebius to compete directly with cloud offerings from industry giants like Amazon and Microsoft. Roman Chernin, Nebius's co-founder and Chief Business Officer, emphasized the company's strategy to attract more customers through a diversified product lineup. As developers increasingly seek alternatives to closed-source or proprietary models, Nebius aims to capitalize on this shift by providing a scalable and reliable platform for AI inference. The positive market reaction suggests investors are optimistic about Nebius's potential to capture a larger share of the rapidly evolving AI market.