Nebius Group N.V. rose 9.15% premarket after the company raised prices on its on-demand compute effective October 1, according to a customer communication reshared on Reddit and X. Under the new rates, H100 hourly pricing goes to $4.50 from $3.85, an increase near 17%, while H200 rises 20% to $5.40, B200 almost 19% to $8.50, and Nvidia's B300 about 21% to $9.50 from $7.85. For CPU, AMD EPYC Genoa will increase 25% to $0.015 per vCPU-hour and Genoa memory up roughly 41% to $0.0045 per GiB-hour, with the impact on any given customer's bill depending on their configuration and usage. The move lifted peers, with IREN Ltd. up 5.16% and CoreWeave Inc. up 5.69%. Nebius secured about $775 million in debt financing in July backed by deployed GPU infrastructure and contracted customer cash flows, and reported second-quarter revenue rose 454% to $582.3 million, with AI Cloud revenue up 514% to $574.9 million and adjusted EBITDA swinging to a $236.2 million profit from a $21 million loss. The company reaffirmed 2026 revenue guidance of $3 billion to $3.4 billion and expects ARR of $7 billion to $9 billion by year end.
Nebius Group N.V.Nebius raised prices on its on-demand GPU compute (H100 +17%, H200 +20%, B200 +19%, B300 +21%), a direct price hike on its own products.
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