Nebius (NBIS.US) raises prices across the board: GPU rental fees surge as much as 21%, pre-market shares soar nearly 8% to lead the new cloud trio

According to Golden Ten Data APP, Nebius (NBIS.US) has raised its computing power service prices, resulting in a 3% to 4% increase in peer cloud companies IREN Ltd. (IREN.US) and CoreWeave (CRWV.US). At the time of writing, Nebius shares are up nearly 8% in pre-market trading.

According to notifications sent by the company to clients (shared by Reddit and X users), Nebius will increase several on-demand computing resource prices starting October 1, with the latest Nvidia GPU prices seeing the largest hike.

Under the new pricing, the H100 increases from $3.85/GPU hour to $4.50/GPU hour, up about 17%; the H200 rises from $4.50 to $5.40, up 20%; the B200 goes from $7.15 to $8.50, up nearly 19%; and the Nvidia B300 sees the largest absolute increase, from $7.85 to $9.50/GPU hour, up about 21%.

This price increase comes as Nebius continues expanding its global AI infrastructure. In July, the company secured about $775 million in debt financing, supported by its deployed GPU infrastructure and contracted customer cash flow.

Futurum Group CEO Daniel Newman posted on X: "AI demand continues to explode. $Nebius’s 20% price hike is just another sign of strong demand."

The price increase also affects pure CPU computing. The AMD EPYC Genoa CPU rate goes up 25% from $0.012/vCPU hour to $0.015; Genoa memory rises about 41% from $0.0032/GiB hour to $0.0045.

As such, the final impact on customer bills will depend on their configurations and usage.

Last month, Nebius announced second-quarter revenue of $582.3 million, surging 454% year-over-year, with AI cloud revenue up 514% to $574.9 million. Adjusted EBITDA turned profitable at $236.2 million compared to a $21 million loss in the same period last year.

Management reiterated its 2026 revenue guidance of $3 to $3.4 billion, and expects year-end ARR to reach $7 to $9 billion.

At the time, Morningstar analysts noted that rising spot GPU prices are pushing up contract prices, which will significantly improve profitability by the end of 2026 and into 2027.

On Stocktwits, retail sentiment on Nebius shifted from “neutral” the previous day to “bullish.”

One trader said: "If Nebius can continue monetizing new Blackwell computing power at such a premium, investment returns could significantly outperform our previous assumptions."

Another wrote: "$Nebius's narrative will shift tomorrow. U.S. Congress is passing a bill regarding data center utility power usage. The timing coincides with Nebius announcing this price hike." Retail sentiment towards IREN and CRWV is "bearish."

Year-to-date, Nebius shares have soared 150%, while CRWV and IREN have risen 16.4% and 13%, respectively.