$NBIS Hikes Dedicated GPU Pricing Up to 20% Effective October 1 Amid Compute Squeeze

Nebius ($NBIS) announced a new round of price hikes across its Token Factory Pay-As-You-Go (PAYG) Dedicated Endpoints, raising hourly rental rates across major Nvidia ($NVDA) enterprise accelerators effective October 1. The adjustment reflects escalating demand for AI inference and fine-tuning capacity alongside persistent supply constraints for high-end compute clusters.
The price increases span both Hopper and Blackwell architectures:
- Nvidia H100: $4.05 → $4.70 per hour (+16.0%)
- Nvidia H200: $4.70 → $5.60 per hour (+19.1%)
- Nvidia B200: $7.40 → $8.70 per hour (+17.6%)
- Nvidia B300: $8.10 → $9.70 per hour (+19.8%)
The move underscores strong pricing power among specialized GPU cloud providers as enterprise AI developers and agentic workload operators compete for dedicated hardware allocations, extending compute infrastructure revenue expansion across the broader semiconductor and cloud ecosystem.