Nebius Stock Gets A Double Boost Overnight From Cloud Price Hike Buzz, Nvidia Outlook

• Nebius is increasing the price of on-demand (PAYG) capacity by 29% and preemptible (PVM) capacity by 51%, according to X users.
• Nvidia reported a blowout Q1 and issued upbeat guidance, lifting the sentiment across the cloud sector.
• Stocktwits sentiment for NBIS was ‘bullish.’

Shares of Nebius jumped nearly 5% in overnight trading ahead of Thursday, tracking a strong data center outlook from AI chip giant Nvidia and growing buzz around the company raising prices for its cloud services.

Several users on X posted about Nebius customers receiving emails about price hikes. In an email reshared by Nate Endicott, a self-described tech investor and observer, Nebius announced that it is raising prices for its cloud, powered by high-end Nvidia chips, effective June 1.

The price for on-demand (PAYG) capacity will increase by an average 29%, and the price for preemptible (PVM) capacity will increase by 51%. The hike does not apply to existing customers. 

NBIS Reportedly Sees Record Demand

“This update reflects continued strong demand for advanced GPU capacity and helps us continue expanding reliable access to high-performance compute for customers. Even with the updated rates, Nebius continues to offer some of the most competitive GPU infrastructure pricing in the market,” according to Nebius’ email, per the screengrab shared by Endicott.
 

Stocktwits could not independently verify this information. An email sent to Nebius seeking comment went unanswered until the publication of this report.

The development comes a day after Nebius announced a partnership with Bloom Energy, where the latter would install, operate, and maintain fuel cell power systems at Nebius’ data centers.

NBIS Catalysts

Nebius has been on an expansion spree since it bagged a major contract from Microsoft last September. The company recently acquired Staryps, Eigen AI and Tavily. In March, Nebius announced a $27-billion contract win with Meta Platforms and a $2 billion investment from Nvidia.

Meanwhile, Nvidia’s quarterly report on Wednesday showed AI chip demand remained robust, signaling that the rapid AI data center buildout by Big Tech firms is likely to drive sustained demand across companies supplying products and services to the sector.

Retail View On NBIS

With 130% year-to-date gains, Nebius has emerged as one of the key stocks in the AI group. On Stocktwits, message volume for the NBIS ticker surged over 120% in the last 30 days and watcher count increased 7.3%.

As of early Thursday, the retail sentiment for NBIS remained ‘bullish,’ unchanged from the previous day, amid ‘high’ message volume, with users starting to notice the cloud prices emails to customers.

“$NBIS Increasing GPU prices by 30 percent. Demand is off the chart,” said a trader.

Another wrote: “$NBIS last year around same time (April 2025)  $MU informed customers about 25-30% increase in memory product prices which was followed by epic run for the stock. Can $NBIS deliver similar stock performance?”

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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