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Can Nebius' Open Compute Pricing Strengthen Its AI Cloud Growth?

Nebius (NBIS) is introducing public live spot pricing for GPU compute, giving customers clearer visibility into computing costs and more ways to buy AI infrastructure, including reserve auctions, pay-as-you-go access and a pilot that lets customers recover value from idle GPUs. The company is building AI capacity across Finland, France, the U.K., Spain, Estonia and Iceland; in August it expanded in the U.K. with NVIDIA-powered infrastructure at Vantage's Newport campus, and in June it announced approximately £1.7 billion of committed capacity across four U.K. sites. Nebius reports customers have cut engineering time by up to 40%. The article notes intense competition from hyperscalers and CoreWeave (CRWV), which plans 240 MW of AI data center capacity in India with AdaniConneX, so transparent pricing alone may not provide an edge.

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