Nebius sees AI computing prices rising more than expected, chief revenue officer Marc Boroditsky told CNBC, as investors question the neocloud business model after CoreWeave's borrowing costs spiked. He said Nebius is not carrying the debt CoreWeave has, that its 2027 capacity would sell out if brought online, and that a Tuesday auction showed continued price increases. Crusoe CEO Chase Lochmiller said prices for older Nvidia chips such as A100s and H100s are higher than when they were first deployed. Nebius shares rose after SpaceX reported its AI business revenue jumped to $7.56 billion, with its CFO saying pricing is tracking slightly above the high end of the $30 to $50 per watt range.
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NebiusCoreWeavecloud computingdata centers
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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