Well Well Well....

October 1st - Prices are going UP!

$Nebius(NBIS.US)

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Nebius Pricing Update — Key Takeaways

Nebius raised on-demand pricing for its top AI GPUs effective October 1, 2026.

The biggest takeaway is that older AI GPUs are still holding value, not getting commoditized as quickly as many expected.

On-Demand GPU Price Changes

H100: $3.85 → $4.50 (+17%)

H200: $4.50 → $5.40 (+20%)

B200: $7.15 → $8.50 (+19%)

B300: $7.85 → $9.50 (+21%)

What Stood Out

H100 pricing rising is the big signal.

H100 is an older generation GPU, yet Nebius increased pricing instead of discounting it.

That suggests AI compute demand remains strong, even for older high-end accelerators.

What Did NOT Move:

RTX Pro 6000: unchanged at $1.80

L40S with Intel CPU: unchanged from $1.55

L40S with AMD CPU: unchanged from $1.82

Spot / Preemptive Pricing

Spot pricing remains much cheaper than on-demand:

H100: from $0.79

H200: from $0.79

B200: from $0.99

B300: from $0.99

CPU-Only Pricing

AMD EPYC Genoa: from $0.10 → $0.13

Intel Ice Lake: from $0.05 → $0.06

Why It Matters

Nebius is showing pricing power in premium AI compute.

High-end accelerators are seeing stronger demand than lower-tier products.

If older GPUs like H100 and H200 can keep earning attractive rental rates for years 4, 5, and 6, then:

AI infrastructure economics improve

depreciation risk may be lower than feared

lifetime ROIC on AI data centers could be materially better

Bottom Line

Big signal:

Nebius raising H100 pricing by 17% is evidence that older AI GPUs still have real economic value.

That supports the view that:

AI demand is still strong

Premium GPU capacity remains tight

Older AI hardware may stay profitable longer than many bears expected.

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