This article first appeared on GuruFocus. Nebius Group N.V. (NBIS, Financials) just offered the market another reason to assume AI compute is still scarce. The company provides AI infrastructure and rents computer capacity to businesses and developers. Warning! GuruFocus has detected 5 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator. Shares rose almost 9% in premarket trade Thursday after rumors that Nebius plans to hike rates for many on-demand computing services starting Oct. 1. The changes are said to impact systems employing Nvidia's H100, H200, B200 and B300 GPUs. Elsewhere, prices are also rising higher. AMD EPYC Genoa CPU pricing is said to be up 25% to $0.
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