Coreweave is mentioned as a key player in the cloud market, with the creator planning to discuss bearish aspects of the company later in the episode.
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CoreWeave & Nebius GPU Pricing Just Exploded — Here’s Why
Sep 17, 2026
The creator discusses the recent price increases for on-demand GPUs by Nebius, noting that this trend is expected across all cloud providers. The rising prices are seen as a bullish indicator for the market, suggesting that initial financial models were conservative. Nebius's strong contract pricing, particularly for short-term deals, is highlighted as a positive sign, with a nearly year-long payback period on some data center investments.
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Nebius is raising on-demand GPU prices, which is a bullish sign for the company and the broader cloud provider market.
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NBISbuy opened Sep 17, 2026
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