Nebius' chief revenue officer revealed that AI computing prices are increasing beyond expectations, signaling strong demand for AI infrastructure. Despite investor concerns over debt and borrowing costs in neocloud companies like CoreWeave, Nebius maintains a healthier financial position and expects to sell out its 2027 capacity. Rising prices per megawatt and strong demand for Nvidia GPUs support a positive long-term outlook for AI cloud services. SpaceX's AI revenue surge further confirms the market's dynamic growth and supply-demand imbalance.
Following Nebius' comments on rising AI computing prices, its shares are up 2.85% to USD 176.34 on Pluang as of Oct 21, 2026 19:43 WIB, reflecting steady investor interest. Nvidia, a key supplier of AI GPUs, also gained 1.64% to USD 220.03, supporting the sector's positive momentum. Meanwhile, CoreWeave shares rose 2.85% to USD 63.90, showing continued market activity in neocloud companies.
Korean retail investors heavily oversubscribed the Kosdaq IPO of AI infrastructure firm Elice by over 400 times, showing massive demand. However, the stock fell 32% on its first trading day, dropping from its IPO price of 90,500 won to an intraday lo...
CoreWeave's stock fell 4% following HSBC's reiteration of a bearish rating due to concerns over the company's heavy reliance on debt financing and rising borrowing costs. Rival Nebius also dropped 5%, reflecting broader pressure on debt-funded AI clo...
Nebius (NBIS) is recommended as a 'Strong Buy' due to its cautious capital spending and stable growth, especially compared to CoreWeave's debt challenges. NBIS's capital expenditure plan is significantly smaller, supporting a healthier balance sheet ...
Nebius reported a 454% year-over-year revenue increase in Q2 and achieved $3 billion in annual recurring revenue, up 56% quarter-over-quarter. The company aims to reach 5GW operational capacity by 2030, supported by a strong neocloud market and a new...
Nebius Group's stock fell 25% in one week, reflecting investor caution over debt-funded GPU expansions despite a $37.5 billion backlog and 454% revenue growth in Q2. The company rents GPU clusters for AI cloud services, showing strong demand and capa...
