Key Highlights
- Shares of Nebius (NBIS) climbed approximately 9% during pre-market hours on September 17 following the company’s announcement of increased pricing for AI computing services.
- The new pricing structure becomes effective October 1 and encompasses Nvidia H100, H200, B200, and B300 GPUs, featuring increases between 17% and 21%.
- AMD EPYC Genoa CPU pricing will see a 25% increase, with memory costs jumping 41%.
- Industry competitors CoreWeave (CRWV) and Iren (IREN) experienced gains of approximately 6% and 5%, respectively, following the announcement.
- The company reported Q2 2026 revenues of $582 million, representing a 454% year-over-year increase, with AI cloud services revenue skyrocketing 514%.
Shares of Nebius Group (NBIS) experienced a significant surge of roughly 9% during Thursday’s pre-market session after news emerged that the neocloud provider implemented price increases across its AI computing portfolio. The pricing adjustments, which take effect at the start of October, encompass both GPU and CPU offerings and underscore the robust appetite for AI infrastructure solutions.
Initial reports of the pricing changes appeared through social media channels including X and Reddit before gaining broader coverage via Stocktwits. The announcement created immediate waves throughout the technology sector.
NBIS maintained a market capitalization of approximately $56.92 billion entering Thursday’s trading session. The pre-market surge demonstrates investor sensitivity to any indicators of pricing strength within the AI cloud computing market.
Details of GPU Pricing Adjustments
For GPU services, the company will implement a roughly 17% increase for Nvidia H100 chips, bringing the rate to $4.50 per GPU-hour. The H200 will see a 20% jump to $5.40, while B200 pricing rises 19% to $8.50. The B300 receives the largest adjustment at 21%, reaching $9.50 per GPU-hour.
These represent substantial modifications to the pricing structure. By implementing increases across four of Nvidia’s most sought-after processors, Nebius is clearly signaling that available capacity remains constrained while customer demand continues at elevated levels.
The company’s CPU offerings will also see upward price adjustments. AMD EPYC Genoa CPU rates are climbing 25% to $0.015 per vCPU-hour, with Genoa memory pricing experiencing approximately a 41% increase to $0.0045 per GiB-hour.
The pricing announcements created positive momentum for competitor stocks as well. CoreWeave (CRWV) gained roughly 6% while Iren (IREN) advanced approximately 5% during pre-market trading following the disclosure.
Second Quarter Performance Demonstrated Robust Growth
The company delivered Q2 2026 revenues totaling $582 million, marking a 454% year-over-year expansion. Within that figure, AI cloud revenue specifically grew 514%. Management anticipates receiving $9 billion in advance customer payments throughout 2026.
Capital spending during Q2 reached $5.7 billion, exceeding the analyst consensus of $4.7 billion. The company has also elevated its contracted power capacity goal for 2026 to 5 GW from the prior target exceeding 4 GW, with plans to add over 1 GW annually beginning in 2027.
While growth metrics remain impressive, the stock trades at a Price-to-Sales ratio of 45.35, significantly above its historical median of 6.79. The company continues operating at a loss, posting a trailing twelve-month EPS of -0.13 alongside negative free cash flow generation.
The company’s GF Score registers at 51 out of 100. Growth and momentum metrics rank as the strongest categories, while the valuation component scores merely 2 out of 10.
Company insider transactions over the trailing twelve months reveal zero purchases against $173 million in stock sales. Conversely, eight institutional gurus maintain NBIS positions, with seven recently increasing their stakes.
This pricing strategy announcement arrives after a quarter where AI computing demand clearly exceeded available supply, a dynamic that Nebius is now positioning to capitalize on more assertively.
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