Nebius Shares Jump 9% on Reported October 1 Compute Price Hikes

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

Nebius Group N.V. shares rose almost 9% in premarket trade Thursday after rumors that the AI infrastructure company plans to raise rates for many on-demand computing services starting Oct. 1. The reported changes would affect systems using Nvidia's H100, H200, B200 and B300 GPUs, while AMD EPYC Genoa CPU pricing is said to rise 25% to $0.015 per vCPU-hour and memory pricing about 41%. Nebius did not confirm the purported changes when asked for comment. The reported hikes lifted AI cloud peers, with IREN up about 5% before the market opened and CoreWeave up more than 6%, as investors read rising prices as a sign of scarcity in the market for AI processing power. If customers accept the increases without demand falling, Nebius could gain more room to improve the economics of its costly infrastructure build-out, with Oct. 1 the next test of whether buyers keep purchasing at the higher rates.

Impact on stocks 7

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

Nebius reportedly plans to raise rates for many on-demand computing services starting Oct. 1, potentially improving economics of its costly infrastructure build-out.

CoreWeave, Inc. Class A Common Stock
CRWV
▲ PositivePricingrelevance

CoreWeave rose over 6% as investors read Nebius's reported compute price hikes as a sign of AI processing-power scarcity, benefiting peers.

Digital Finance & Tokenization▲ · 1 stocks
IREN Ltd
IREN
▲ PositivePricingrelevance

IREN gained about 5% premarket as Nebius's reported on-demand compute price increases signaled scarce AI capacity, lifting AI cloud peers.

Climate Adaptation & Water▲ · 1 stocks
Aging Population▲ · 1 stocks
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