Nebius Chief Revenue Officer Marc Boroditsky said AI compute prices have climbed more than expected, adding that the company would still sell out if it brought its 2027 capacity online today and that 2028 could show a similar pattern. He described the long-term demand outlook as positive. Nebius is part of a new group of neocloud companies that have spent billions of dollars on NVIDIA GPUs and data center buildouts. The company’s compute capacity auction held Tuesday showed prices continuing to move higher. Separately, the CEO of Crusoe, another AI company backed by NVIDIA, also struck an upbeat tone on pricing and said GPU prices are rising, including for older NVIDIA chips. The report was cited by CNBC and summarized by Techub.
Nebius Chief Revenue Officer Marc Boroditsky said AI compute prices are rising more than expected, and that the company would still sell out even if its 2027 capacity were available now. He added that 2028 could see a similar dynamic, with the long-term demand outlook remaining positive.
Nebius is one of a new wave of neocloud companies that have spent billions of dollars buying NVIDIA GPUs and building data centers. A compute capacity auction run by the company on Tuesday showed prices continuing to climb.
The CEO of Crusoe, another AI company backed by NVIDIA, also expressed optimism on pricing, saying GPU prices are increasing, including for older NVIDIA chips.
The information was cited from CNBC.
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