Nebius Raises GPU Prices Across Generations—A Strong AI Demand Signal, While Fed Rates Deepen CoreWe
Hello everyone! Today i want to share some ai trading ideas with you!
$NEBIUS(NBIS)$ raising prices across both older and newer GPUs while continuing to add capacity is such a strong signal that AI compute demand is still absorbing supply WAY faster than expected.
The H100 is the best example of this with Nebius raising pricing ~17% years after launch while $NVIDIA(NVDA)$ has also pointed to higher H100 rental pricing and firm A100 pricing.
If Blackwell were quickly making prior generations obsolete then those older GPUs should be getting cheaper... not holding their value or becoming more expensive.
$NEBIUS(NBIS)$ is moving higher after hours after raising on demand pricing across major $NVIDIA(NVDA)$ GPUs.
Rates are up around 20% even as Nebius continues adding capacity which tells me AI compute demand is still strong enough to absorb new supply.
$NEBIUS(NBIS)$ just announced on demand GPU price increases effective October 1 with H100, H200, B200 and B300 rates rising ~20%.
The biggest increase is $NVIDIA(NVDA)$ B300 pricing from $7.85 to $9.50 per GPU hour as Nebius continues expanding GPU availability across Europe and the U.S.
The Fed keeping rates higher through 2027 is a real headwind for $CoreWeave, Inc.(CRWV)$ because they already have to build so much capacity well before the revenue shows up where net interest expense alone hit $640M last quarter.
But $NEBIUS(NBIS)$ raising GPU prices ~20% across both older and newer generations while still adding capacity tells us the same AI compute market CoreWeave is selling into remains very tight with demand still absorbing supply faster than expected.
So I do think the Fed made CoreWeave’s financing burden worse today while Nebius gave us another strong signal that demand needed to support all that investment remains very strong.
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