- Nebius will raise prices on NVIDIA H100, H200, B200, and B300 GPUs by 17-21% starting October 1.
- The company secured $775 million in debt financing backed by deployed GPU infrastructure and contracted customer cash flows.
- Nebius’ AI Cloud revenue surged 514% in Q2 to $574.9 million, while adjusted EBITDA swung to a $236.2 million profit.
- Nebius stock rose over 6% in overnight trading, lifting neocloud peers IREN and CoreWeave by 3-4%.
Nebius, a neocloud provider, announced price increases for its on-demand GPU compute resources effective October 1, with rates on Nvidia’s H100, H200, B200, and B300 GPUs rising between 17% and 21%. The move comes as the company scales its global AI infrastructure and secures additional financing tied to deployed GPUs.
The largest dollar increase targets Nvidia’s B300, with the rate climbing about 21% to $9.50 per GPU-hour from $7.85. H100 pricing will rise to $4.50 per GPU-hour from $3.85, while H200 and B200 will increase 20% and 19% respectively.
Meanwhile, Nebius also raised CPU-only compute rates, with AMD EPYC Genoa CPU pricing climbing 25% and Genoa memory costs increasing roughly 41%. Futurum Group CEO Daniel Newman noted in an X post that “AI demand remains off the charts. $NBIS raising prices 20% is just another example of that demand.”
Last month, Nebius reported a staggering 454% jump in Q2 revenue to $582.3 million, driven by a 514% surge in AI Cloud revenue to $574.9 million. Adjusted EBITDA swung to $236.2 million from a $21 million loss a year earlier, while management reaffirmed its $3 billion-$3.4 billion 2026 revenue guidance.
On Stocktwits, retail sentiment for Nebius turned bullish from neutral, with one trader stating “If NBIS can consistently monetize new Blackwell capacity at premiums like this, the return on investment could be materially better than we previously assumed.” Another user noted that Congress is passing a law about utility usage by data centers, timed with Nebius’ price increase announcement.
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