GoKawiilNebius executive says AI computing prices are climbing, not falling
Nebius chief revenue officer Marc Boroditsky told CNBC that prices per megawatt of AI computing capacity are rising faster than expected, citing a Tuesday capacity auction as evidence. He said Nebius's 2027 capacity would sell out and a similar dynamic could occur in 2028, and argued Nebius isn't exposed to the debt concerns that hit rival CoreWeave. Crusoe CEO Chase Lochmiller separately said he's also seeing rising prices for Nvidia GPUs, including older chips.
GoKawiil's interpretation of the reporting above, not reported fact.
The comments push back against growing investor skepticism toward 'neocloud' firms, whose stocks have fallen on worries about heavy debt loads funding data center expansion, as seen with CoreWeave's rising borrowing costs. By emphasizing rising prices and sold-out future capacity, Nebius appears to be countering fears that the sector is overbuilding or overleveraged, though this remains the company's own characterization rather than independently verified market data. Crusoe's similar claim suggests the pricing trend may extend beyond Nebius alone, which could matter for how investors assess the broader AI infrastructure buildout.
- Nebius says AI computing prices per megawatt are rising faster than expected, based on a recent capacity auction.
- The company distances itself from CoreWeave's debt troubles, saying it doesn't carry comparable leverage.
- Crusoe's CEO echoed bullish pricing sentiment, citing rising demand for both new and older Nvidia GPUs.
Source: cnbc.com — Arjun Kharpal, 2026-10-21
Published there as: “Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising”
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