AI infrastructure companies Nebius, CoreWeave, and Bloom Energy saw significant stock gains after strong Q2 earnings and new contract announcements. Nebius reported a 454% revenue increase and better-than-expected earnings, driven by high demand and improved pricing for AI cloud services. CoreWeave posted a 112% revenue rise with a $104 billion backlog and was added to the NASDAQ-100, despite high capital expenditures. Bloom Energy secured a major onsite power contract for Nebius's 300 MW AI data center, boosting its growth outlook amid rising AI power needs. These developments highlight growing demand and investment in AI compute and power infrastructure.
Nebius Group is viewed as a strong buy with an expected 40% price increase over the next year and potential to double in two years. The company benefits from repeated price hikes in GPUs and CPUs, innovative auction-based pricing, and strong demand t...
Nebius Group N.V. announced a price increase of up to 20% on its chips, including older models like the H100, effective October 1st. This move suggests robust demand for AI hardware despite public agreements by industry leaders to moderate AI develop...
Nebius Group NV announced price increases for its on-demand GPU cloud services starting October 1. Prices for Nvidia H100 GPU instances will rise by about 17%, and the newer Nvidia B300 GPU rates will increase by about 21%. Additionally, AMD EPYC Gen...
Nebius Group announced higher on-demand rental rates for AI GPUs starting October 1, signaling strong demand and limited supply. This move lifted Nebius stock by 10% and IREN by 6%, as both benefit from the ability to charge more for scarce GPU capac...
