Nebius (NBIS.US) price increase across the board: GPU leasing rose by up to 21%, soaring nearly 8% before the market, leading the Three Musketeers of Xinyun

The Zhitong Finance App learned that Nebius (NBIS.US) raised the price of computing power services and drove Xinyun Tongye IREN Ltd. (IREN.US) and CoreWeave (CRWV.US) to rise by 3% to 4%, respectively. As of press release, the stock had surged nearly 8% before the market.

According to a notice issued by the company to customers (retweeted by Reddit and X users), Nebius has raised the prices of several on-demand computing resources since October 1. Among them, the latest Nvidia GPU increased the most.

Under the new price, the H100 rose from $3.85 per GPU hour to $4.50 per GPU hour, an increase of about 17%; the H200 rose from $4.50 to $5.40, an increase of 20%; the B200 rose from $7.15 to $8.50, an increase of nearly 19%; the Nvidia B300 definitely saw the biggest increase, from $7.85 to $9.50 per GPU hour, an increase of about 21%.

This price increase comes at a time when Nebius continues to expand its AI infrastructure globally. In July, the company received approximately $775 million in debt financing, supported by deployed GPU infrastructure and contracted customer cash flow.

Daniel Newman, CEO of Futurum Group, posted on X: “Demand for AI is still exploding. The 20% increase in the price of $Nebius is just another example of strong demand.”

The price increase also involves pure CPU computing. AMD EPYC Genoa CPU rate increased 25% from $0.012/vCPU hour to $0.015; Genoa memory increased approximately 41% from $0.0032/GiB-hour to $0.0045.

Therefore, the ultimate impact on a customer's bill will depend on its configuration and usage.

Last month, Nebius reported second-quarter revenue of US$582.3 million, a year-on-year increase of 454%. Among them, AI cloud revenue surged 514% to US$574.9 million. Adjusted EBITDA turned into a profit of US$236.2 million, with a loss of US$21 million in the same period last year.

Management reiterated the 2026 revenue guidance of $3 billion to $3.4 billion, and ARR is expected to reach $7 billion to $9 billion by the end of the year.

At the time, Morningstar analysts pointed out that rising GPU spot prices will push up contract prices and will significantly improve profitability in late 2026 and 2027.

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

One trader said, “If Nebius can continue to monetize the new Blackwell computing power at such a premium, the return on investment could be significantly better than we had previously assumed.”

Another wrote, “The $Nebius narrative will change tomorrow. The US Congress is passing a bill on the use of electricity for data center utilities. The timing coincided with Nebius announcing this price increase.” Retail investor sentiment towards IREN and CRWV is “bearish.”

Since the beginning of the year, Nebius shares have surged 150%, while CRWV and IREN have risen 16.4% and 13%, respectively.