The cloud pricing hike is a game-changer for Nebius. Their 30% GPU rental price increase, paired with NVDA’s strong guidance, proves the AI compute shortage is still severe. Unlike CoreWeave (CRWV), Nebius has a clearer path to expanding its H100 fleet in Europe, which gives it more pricing power. The 15% jump is just the start—this is the best pure-play NVDA concept in the cloud space right now.
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