<div id="readability-page-1"><div>Nebius Group , CoreWeave and IREN Limited rose on Thursday after Nvidia said rental prices for H100 GPUs continued climbing, underscoring strong AI demand. AI infrastructure stocks across neocloud peers.Nebius surged 15% after a fuel cell partnership with Bloom Energy (BE), while Applied Digital (APLD) jumped 17% following a long-term lease agreement in AI infrastructure trade AI compute demand trend. Bloom Energy shares also moved higher following the partnership disclosure.Nvidia CFO Colette Kress said H100 rental prices are up 20% year to date and A100 nearly 15%, highlighting ongoing GPU monetization on its earnings call. Nvidia continues scaling Hopper and Blackwell GPU platforms amid capacity constraints growth semiconductor leader.CoreWeave gained about 4% after GF Securities initiated coverage with a Buy rating and $162 target, while D.A. Davidson issued Neutral views on CoreWeave and Nebius Group in premarket trading US-listed. Nebius Group was included in the same broker coverage updates.</div></div>

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Nvidia's announcement of rising rental prices for H100 GPUs, up 20% year-to-date, has led to a surge in AI infrastructure stocks. Nebius Group rose 15% after a partnership with Bloom Energy, while CoreWeave gained 4% following a Buy rating from GF Securities. Applied Digital jumped 17% due to a long-term lease agreement. Nvidia continues to expand its GPU platforms amid strong AI demand.

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Nvidia GPU Price Surge Sparks AI Stock Rally: Nebius, CoreWeave, IREN Jump