Nebius Group N.V. will increase prices for several on-demand GPU and CPU cloud services starting October 1, 2026. The price hikes target high-demand hardware, including various NVIDIA and AMD chips. Some service rates will rise by as much as 41%.
Nebius shares jumped nearly 9% in pre-market trading on September 17 following the news. Analysts interpret the move as a sign of enduring demand for AI compute. The price adjustment reinforces the company's pricing power and positive margin outlook.
The announcement also lifted share prices for peer companies in the AI cloud infrastructure sector. News of the increases first surfaced in a customer communication circulated online.