Nebius Stock Jumps 9% After Raising GPU Rates

This article first appeared on GuruFocus. Nebius Group N.V. (NASDAQ:NBIS) rose 9.15% premarket after raising prices on its on-demand compute from October 1, according to a customer communication reshared on Reddit and X. IREN Ltd. (NASDAQ:IREN) rose 5.16% and CoreWeave Inc. (NASDAQ:CRWV) 5.69%. Warning! GuruFocus has detected 5 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator. Under the new rates, H100 hourly rates go to $4.50 from $3.85, an increase near 17%. H200 rises 20% to $5.40, B200 almost 19% to $8.50, and Nvidia's (NASDAQ:NVDA) B300 about 21% to $9.50 from $7.85. For CPU, AMD (NASDAQ:AMD) EPYC Genoa will increase 25% to $0.015 per vCPU-hour and Genoa memory up roughly 41% to $0.0045 per GiB-hour.