Nebius sees GPU prices rising

Marc Boroditsky, chief revenue officer at Nebius, told CNBC on Wednesday that AI computing prices are continuing to rise and running ahead of expectations.

Investors worry about neocloud debt

CoreWeave, a major neocloud player, saw its five-year credit default swaps hit distress levels and bond yields climb, raising questions about the sector's heavy borrowing.

Nebius stock falls with sector

Stocks of neoclouds including Iren and Nebius have dropped sharply over the last month as investors scrutinize the debt used to fund data center buildouts.

Nebius says it differs from CoreWeave

Boroditsky said Nebius is not in CoreWeave's position because we're not carrying the kind of debt that they are, and predicted the company would sell out its 2027 capacity.

“we're not carrying the kind of debt that they are”

Crusoe CEO backs rising GPU prices

Chase Lochmiller, CEO of Crusoe, said the company is seeing rising prices for GPUs including older Nvidia chips, with A one hundreds and H one hundreds commanding higher rates than when first deployed.

SpaceX AI revenue jumps ninefold

SpaceX reported AI business revenue jumped ninefold to seven point five six billion dollars, with pricing tracking slightly above the high end of the thirty to fifty dollars per watt range.

Boroditsky sees dynamic market ahead

Boroditsky said SpaceX's results confirm the market is dynamic and supply continues to fall far behind demand, supporting a positive longer-term outlook for neocloud companies.

“supply continues to fall far behind demand”