- Nebius will raise pay-as-you-go rates for selected AI cloud services starting Oct 1, its second price increase in three months, with Nvidia H100 pricing rising to $4.50 per hour from $3.85 and B300 pricing rising to $9.50 from $7.85.
- Nebius shares rose 2.5% to $223.54 on volume 19% above the average daily volume, as investors read the rate hikes as evidence that AI-compute demand has not materially slowed.
- Palantir announced new global alliances with Fujitsu, Nvidia, Method Security, and Nebius to expand its software across AI supply chains, cyber defense, and sovereign cloud infrastructure, including a preferred AI infrastructure role with Nebius.
- Nebius remains loss-making with substantial infrastructure spending, creating risks of liquidity pressure and equity dilution; its chief revenue officer sold 7,000 shares worth about $1.46 million under a pre-arranged Rule 10b5-1 plan.
Quotes
“Nebius will raise pay-as-you-go rates for selected AI cloud services starting October 1.”
“Nvidia H100 pricing is reportedly increasing from $3.85 to $4.50 per hour, while B300 pricing will rise from $7.85 to $9.50”
“Palantir Technologies (PLTR) announced new global alliances with Fujitsu, NVIDIA, Method Security, and Nebius”
“new efforts include an NVIDIA supply chain initiative, Method Security's Cardinal cybersecurity program, and a preferred AI infrastructure role with Nebius”