- Nebius CRO Marc Boroditsky said the company's auction for computing capacity on Tuesday showed continued price increases and that AI computing prices are running ahead of Nebius' expectations.
- Crusoe CEO Chase Lochmiller said the company is seeing higher prices for older Nvidia GPUs, including A100s and H100s, than when they were first deployed.
- SpaceX reported AI business revenue up ninefold to $7.56 billion, and its CFO said pricing is tracking slightly above the high end of the $30 to $50 per watt range.
- Neocloud stocks fell sharply over the past month on debt concerns after CoreWeave's five-year credit default swap spread reached levels generally viewed as distress signals.
Quotes
“We're seeing continued upward mobility in terms of the kind of price per megawatt”
“We're seeing higher pricing today for A100s than we saw in 2020 or 2021.”
“currently tracking slightly above the high end of the $30 to $50 per watt range”