Mentioned:
The demand for GPU access is continuing to surge. Which is exactly why Nebius is raising their prices again.
What’s happening:
- Nebius (NASDAQ: NBIS) has publicly stated they are raising on-demand rental prices for Nvidia (NASDAQ: NVDA) GPUs by roughly 17-21%
Why it matters:
- This is the second time this year that Nebius has increased the pricing of on-demand GPU capacity
Going deeper:
- Pricing of Nvidia H100s will move up to $4.50 USD per hour, Nvidia H200s will increase to $5.40 USD per hour and Nvidia B200s will go to $8.50 USD per hour
- Nebius will also increase pricing for Nvidia B300s to $9.50 USD per hour, which represents roughly a 56% jump from where pricing was being offered under six months ago
- Nebius has been landing a flurry of new major deals lately, including striking a new partnership with Palantir (NASDAQ:PLTR) and a $1B USD deal with artificial intelligence startup Reflection AI
