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Message
re: Nebius - NBIS - AI Infrastructure Company
Posted on 4/8/26 at 6:58 pm to LSUcam7
Posted on 4/8/26 at 6:58 pm to LSUcam7
From lsucam7’s post
Nebius in Talks to Buy Israeli AI Startup AI21 After Nvidia Deal Fizzles
AI21 Corporate: About Us
This is a continuation of Nebius’ efforts to build a relevant, full-stack AI offering. Expectation is that it would come in at a $2-2.5B mark, so I’d call it significant.
I’m loving AI’s takeaway on this-
quote:
This is Nebius saying:
“We don’t want to be CoreWeave. We want to be AWS.”
————————————————————
Ai21 and clickhouse this is going to be a monster. Does the board expect a dip on this news due to the pricetag for ai21?
Nebius in Talks to Buy Israeli AI Startup AI21 After Nvidia Deal Fizzles
AI21 Corporate: About Us
This is a continuation of Nebius’ efforts to build a relevant, full-stack AI offering. Expectation is that it would come in at a $2-2.5B mark, so I’d call it significant.
I’m loving AI’s takeaway on this-
quote:
This is Nebius saying:
“We don’t want to be CoreWeave. We want to be AWS.”
————————————————————
Ai21 and clickhouse this is going to be a monster. Does the board expect a dip on this news due to the pricetag for ai21?
This post was edited on 4/8/26 at 7:17 pm
2
Posted on 4/8/26 at 7:24 pm to LChama
Adding to lsucam7’s link.. full article
LINK https://www.reuters.com/business/nvidia-advanced-talks-buy-israels-ai21-labs-up-3-billion-report-says-2025-12-30/
LINK https://www.reuters.com/business/nvidia-advanced-talks-buy-israels-ai21-labs-up-3-billion-report-says-2025-12-30/
This post was edited on 4/8/26 at 7:25 pm
Posted on 4/8/26 at 7:39 pm to LChama
What was the NVIDIA deal that fizzled
Posted on 4/8/26 at 7:54 pm to Neauxla
NVDA was reported to have had interest in buying AI21 Labs as recently as Dec 25.
For some reason or another it didn’t happen. In steps Nebius.
For some reason or another it didn’t happen. In steps Nebius.
Posted on 4/8/26 at 8:00 pm to LChama
Google had interest too
quote:
AI21 has long been considered “on the shelf,” with Google also previously exploring a potential acquisition. In recent weeks, however, talks with Nvidia have advanced significantly and have reached the most senior levels.
Nvidia’s primary interest in AI21 appears to be its workforce of roughly 200 employees, most of whom hold advanced academic degrees and possess rare expertise in artificial intelligence development.
quote:
Today, AI21 focuses primarily on specialized language models aimed at enterprise customers, where accuracy and reliability are critical and the tolerance for error is far lower than in consumer applications.
This post was edited on 4/8/26 at 8:04 pm
Posted on 4/8/26 at 8:21 pm to LSUcam7
Does that mean NBIS now can have models like chatgpt and claude
Posted on 4/8/26 at 8:31 pm to astonvilla
I’m no AI expert. But from what I understand AI21 originally had a goal to compete with the largest LLM players.
They now focus on more specialized enterprise solutions and claim to have far better accuracy versus the leading foundational models through their new product, Maestro.
This helped me understand a bit
ai21.com/maestro
They now focus on more specialized enterprise solutions and claim to have far better accuracy versus the leading foundational models through their new product, Maestro.
This helped me understand a bit
ai21.com/maestro
Posted on 4/8/26 at 8:32 pm to astonvilla
Gemini:
The short answer is yes. If Nebius (NBIS) successfully acquires AI21 Labs, it would transform from a "landlord" that rents out AI hardware into a "full-stack" AI powerhouse that owns the "brains" (models) as well.
As of April 2026, reports indicate that Nebius is in active talks to acquire the Israeli-based AI21 Labs. This move is significant because AI21 is one of the few remaining independent labs capable of producing Large Language Models (LLMs) that truly rival the performance of OpenAI's GPT-4 and Anthropic's Claude.
Arkady is playing for keeps. No frickin’ around. This is a good place to be.
The short answer is yes. If Nebius (NBIS) successfully acquires AI21 Labs, it would transform from a "landlord" that rents out AI hardware into a "full-stack" AI powerhouse that owns the "brains" (models) as well.
As of April 2026, reports indicate that Nebius is in active talks to acquire the Israeli-based AI21 Labs. This move is significant because AI21 is one of the few remaining independent labs capable of producing Large Language Models (LLMs) that truly rival the performance of OpenAI's GPT-4 and Anthropic's Claude.
Arkady is playing for keeps. No frickin’ around. This is a good place to be.
Posted on 4/8/26 at 8:35 pm to bayoubengals88
How AI21 Models Compare to ChatGPT and Claude
AI21 Labs develops the Jurassic and Jamba series of models. Here is how they stack up:
• Jamba (The "Speed Demon"): AI21’s flagship series, Jamba 1.5, uses a unique "hybrid" architecture (combining Transformers with Mamba technology). This makes it significantly faster and more memory-efficient than standard models like ChatGPT.
• Massive Context: Much like Claude is famous for its large "memory" (context window), Jamba supports 256,000 tokens, allowing it to process entire books or massive codebases in one go.
• Enterprise Focus: While ChatGPT is a consumer favorite, AI21 focuses on "Enterprise AI"—models designed to be more reliable, secure, and easier for companies to customize for specific business tasks
AI21 Labs develops the Jurassic and Jamba series of models. Here is how they stack up:
• Jamba (The "Speed Demon"): AI21’s flagship series, Jamba 1.5, uses a unique "hybrid" architecture (combining Transformers with Mamba technology). This makes it significantly faster and more memory-efficient than standard models like ChatGPT.
• Massive Context: Much like Claude is famous for its large "memory" (context window), Jamba supports 256,000 tokens, allowing it to process entire books or massive codebases in one go.
• Enterprise Focus: While ChatGPT is a consumer favorite, AI21 focuses on "Enterprise AI"—models designed to be more reliable, secure, and easier for companies to customize for specific business tasks
Posted on 4/8/26 at 8:38 pm to bayoubengals88
… Direct Competition: This would put Nebius in direct competition with "Hyperscalers" like Amazon (AWS) and Google. While AWS hosts AI21 models today, a Nebius-owned AI21 would likely offer its best features exclusively on the Nebius cloud.
The Bottom Line
If this deal closes, NBIS becomes a "one-stop shop." A developer could go to Nebius to rent the most powerful NVIDIA Rubin GPUs and, in the same interface, deploy a "ChatGPT-class" model that is already optimized for that specific hardware. It would turn Nebius from a specialized utility company into a major frontier AI player.
The Bottom Line
If this deal closes, NBIS becomes a "one-stop shop." A developer could go to Nebius to rent the most powerful NVIDIA Rubin GPUs and, in the same interface, deploy a "ChatGPT-class" model that is already optimized for that specific hardware. It would turn Nebius from a specialized utility company into a major frontier AI player.
Posted on 4/8/26 at 8:41 pm to bayoubengals88
Dang. Super bullish after reading that. Thanks very much.
Posted on 4/8/26 at 8:48 pm to astonvilla
No one would have guessed that Nebius’s next 2bn would go toward acquiring an LLM, but damn do I like it.
I hope they can close the deal.
I like what I’m seeing in that Nvidia wanted to acquire AI21 for the talent alone—200 top AI specialists.
Nebius is about to really distance themselves from the field. I hope.
I hope they can close the deal.
I like what I’m seeing in that Nvidia wanted to acquire AI21 for the talent alone—200 top AI specialists.
Nebius is about to really distance themselves from the field. I hope.
Posted on 4/9/26 at 8:30 am to bayoubengals88
What is the latest on clickhouse ipo?
Posted on 4/9/26 at 10:18 am to bayoubengals88
Just saw this post. My sell order hit and I took my first profits today. Now I'm ready to buy back in 
Posted on 4/9/26 at 10:51 am to Yeti_Chaser
Cantor Fitzgerald weighed in on NBIS and gave it an overweight rating with a price target of $129.
I am assuming that the target date was noon...
I am assuming that the target date was noon...
Posted on 4/9/26 at 11:06 am to Jax-Tiger
Close to all time highs
Posted on 4/9/26 at 11:10 am to LSUcam7
quote:
Close to all time highs
My average is $74 but I had a buy at 131 in october. Nice to see it green.
Posted on 4/9/26 at 11:22 am to LSUcam7
Knee-Bee-Us 
Posted on 4/9/26 at 11:30 am to jefforize
Is Coreweave riding our coattails, now?
Posted on 4/9/26 at 11:33 am to LB84
quote:
My average is $74 but I had a buy at 131 in october. Nice to see it green.
Yep, currently up 470%+ on this one....just wish I had it in my Roth vs. regular account.
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