Nebius Reportedly Raises GPU Prices, Lifting AI Cloud Peers

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โดย GuruFocus·US·Read original
Summary · why it matters

Nebius Group shares jumped nearly 9% in Thursday premarket trading after the AI cloud provider reportedly raised prices across several compute services, a signal that demand for scarce GPU capacity remains strong. According to a customer communication circulated online, Nebius plans to increase prices for several on-demand GPU offerings beginning October 1, covering Nvidia's H100, H200, B200 and B300 accelerators. The reported increases extend beyond GPUs: prices for AMD EPYC Genoa CPU compute are expected to rise 25% to $0.015 per vCPU-hour from $0.012, while memory pricing tied to Genoa systems is reportedly increasing about 41% to $0.0045 per GiB-hour from $0.0032. Nebius has not publicly confirmed the pricing changes and did not immediately respond to a request for comment. The market reaction spread beyond Nebius, with IREN shares rising about 5.1% in premarket trading and CoreWeave gaining roughly 6.1%, suggesting investors read the reported increases as a positive signal for the wider neocloud industry.

Impact on stocks 5

Artificial Intelligence▲ · 4 stocks
Nebius Group N.V.
NBIS
▲ PositivePricingrelevance

Nebius itself reportedly raised prices across GPU, CPU and memory compute services, signaling strong demand for scarce GPU capacity.

NVIDIA Corporation
NVDA
± MixedPricingrelevance

Nvidia H100/H200/B200/B300 accelerators are the GPUs whose on-demand prices Nebius is reportedly raising, a passing read-through on GPU scarcity.

Climate Adaptation & Water▲ · 1 stocks
Iren S.p.A.
0MUN
▲ PositivePricingrelevance

IREN rose ~5.1% as Nebius's reported GPU price increases were read as a positive signal for the wider neocloud industry.

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