Shares of Nebius Group N.V., or NBIS, rose 6.58% in overnight trading to $223.14 after reports that Nebius plans to raise its on-demand GPU rental rates effective October 1, 2026, the second price increase this year. Under the new rates, the H100 GPU goes from $3.85 to $4.50 per GPU-hour, a rise of about 17%. The H200 goes from $4.50 to $5.40, up 20%. The B200 goes from $7.15 to $8.50, up about 19%. And the B300 goes from $7.85 to $9.50, up roughly 21%. Yuanta Securities Thailand said the simultaneous increases across both older GPUs and newer Blackwell-family chips reflect that demand for artificial intelligence computing power remains high and that Nebius is gaining more pricing power. The company also sees forward demand extending beyond 24 months, with some customers already booking capacity through 2028. If system utilization stays high, an average price increase of about 20% would significantly boost revenue per GPU and raise returns on data center investment. Among depositary receipts tied to NBIS on the Thai market, NBIS01 was unchanged at 4.12 baht with 2.91 million baht in trading value. NBIS03 rose 0.05 baht, or 0.71%, to 7.05 baht with 4.03 million baht in trading value. NBIS23 was unchanged at 7.05 baht with 797,000 baht in trading value. And NBIS80 was unchanged at 7.00 baht with 8.22 million baht in trading value.
Nebius Group N.V.Nebius is raising its own on-demand GPU rental prices ~17-21% across H100/H200/B200/B300, its second hike this year, boosting revenue per GPU.
