The Zhitong Finance App learned that the wave of price increases for GPU cloud services is rewriting the negotiation pattern in the global computing power industry? Recently, Nebius announced a 20% price increase for the entire GPU cloud service line starting October 1 — this is the second round of price increases in the year. The B300 has a cumulative increase of 56%. Customer demand has been visible for more than 24 months, and they are even willing to bid for Blackwell's computing power at a premium; the backlog of CoreWeave orders has exceeded 100 billion US dollars, and the scale of contracted electricity continues to rise. Hwang In-hoon bluntly stated, “The core constraint is not demand, but production capacity.” When “if you have a card, you have pricing power” became a consensus, the capital market began to re-examine the question: Who are the players who really “definitively benefit” in this round of hashrate bull market?

The Zhitong Finance App learned that the wave of price increases for GPU cloud services is rewriting the negotiation pattern in the global computing power industry? Recently, Nebius announced a 20% price increase for the entire GPU cloud service line starting October 1 — this is the second round of price increases in the year. The B300 has a cumulative increase of 56%. Customer demand has been visible for more than 24 months, and they are even willing to bid for Blackwell's computing power at a premium; the backlog of CoreWeave orders has exceeded 100 billion US dollars, and the scale of contracted electricity continues to rise. Hwang In-hoon bluntly stated, “The core constraint is not demand, but production capacity.” When “if you have a card, you have pricing power” became a consensus, the capital market began to re-examine the question: Who are the players who really “definitively benefit” in this round of hashrate bullish market?