Nebius hikes RAM 41% and GPUs up to 21% as the chip shortage hits cloud price lists
tengyanAI · x · 2026-10-06
- Nebius raised on-demand prices on Oct 1: RAM +41%, AMD CPU cores +25%, B300 +21%, H200 +20%, B200 +19%, H100 +17% — plain memory outpaced every GPU.
- Separately, AWS will raise reserved GPU blocks 15% across B300, B200, H200 and H100 on Wednesday.
- The memory squeeze is now visible on cloud price lists; TrendForce sees DRAM contract prices up another 10-15% this quarter, so the author thinks the RAM line isn't done — a sign of a broad chip shortage.
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