Nebius says AI computing prices are rising faster than expected

Nebius told CNBC that prices for AI compute are climbing ahead of forecasts as demand outpaces supply. The comments come as investors scrutinize the debt and economics of neoclouds, with shares of Nebius, Iren and CoreWeave falling sharply over the past month.

• Nebius: price per megawatt for AI capacity keeps rising above expectations
• Nebius CRO says company doesn't carry CoreWeave's level of debt
• Crusoe: A100 and H100 rentals now cost more than at launch
• Nebius stock rose after SpaceX reported 9x growth in AI revenue