Nvidia H100 GPU Rental Price Surge Boosts Related Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: seekingalpha
- Stock Price Surge: Following Nvidia's disclosure of rising H100 GPU rental prices, Nebius (NBIS) shares surged 15%, while CoreWeave (CRWV) and Iren (IREN) saw increases of over 4%, indicating strong market demand for AI infrastructure.
- Rental Price Increase: Nvidia CFO Colette Kress noted that rental prices for the H100 have risen 20% year-to-date, with A100 cloud pricing up nearly 15%, highlighting the persistent demand for AI GPUs that is driving stock prices higher.
- Lease Agreement: Nebius announced that the on-demand rental price for H100 GPUs will increase from $2.95 to $3.85 per hour, reflecting the urgent market demand for high-performance computing resources and enhancing the company's revenue potential.
- Analyst Ratings: GF Securities initiated coverage on CoreWeave with a Buy rating and a $162 price target, with analysts suggesting that its first-mover advantage and efficiency position it as a long-term winner in the AI infrastructure boom, further boosting its stock price.
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Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 219.930
Low
130.00
Averages
164.20
High
211.00
Current: 219.930
Low
130.00
Averages
164.20
High
211.00
About NBIS
Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Regulatory Pressure: Futu Holdings faces proposed penalties from China's securities regulator totaling approximately RMB 1.85 billion (about $271 million), causing its stock price to drop roughly 30% following the announcement, which significantly undermines investor confidence.
- Market Performance Comparison: As of last Friday, Futu Holdings' shares were priced at $89.76, down 20% over the past year, significantly underperforming the S&P 500, which rose about 28% during the same period, highlighting its relative weakness in the market.
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- Full Exit: On May 14, 2026, Tree Line Advisors (Hong Kong) Ltd. disclosed a complete exit from its 370,000 shares in Futu Holdings, with an estimated transaction value of $57.52 million, indicating a significant shift in confidence regarding the company's future prospects.
- Asset Management Impact: This transaction resulted in a $60.76 million decrease in Tree Line Advisors' quarter-end value in Futu Holdings, reflecting not only the sale activity but also the impact of share price changes on its assets under management.
- Regulatory Pressure: Futu Holdings faces proposed penalties from China's securities regulator totaling approximately RMB 1.85 billion (about $271 million), causing its stock price to drop roughly 30% following the announcement, which significantly undermines investor confidence.
- Market Performance Comparison: As of last Friday, Futu Holdings' shares were priced at $89.76, down 20% over the past year, significantly underperforming the S&P 500, which rose about 28% during the same period, highlighting its relative weakness in the market.
See More
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- Amazon Cloud Investment: Amazon plans to invest $200 billion in 2023 to expand its AWS data center footprint, which is expected to significantly enhance its market share and drive overall revenue growth, with AWS currently accounting for over half of Amazon's operating profits.
- Meta Revenue Growth: Meta's revenue rose 33% year-over-year in Q1, primarily due to AI improvements on its social media platforms, and while currently undervalued, the success of future AI products like its personal superintelligence model could further accelerate revenue growth.
- Nebius Rapid Growth: Nebius saw an astounding 684% year-over-year revenue increase in Q1, with projections of 549% revenue growth in 2026, highlighting strong demand for its platform for training and running AI models, attracting significant investment from Nvidia.
- AI Chip Market Competition: Amazon's custom AI chips, Trainium3 and the upcoming Trainium4, are experiencing triple-digit year-over-year growth, showcasing its competitive advantage in reducing processing costs, thereby further solidifying AWS's leadership position in the market.
See More
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- AWS Growth Surge: Amazon's cloud computing platform, AWS, plans to invest $200 billion in 2023 to expand its data center footprint, which is expected to significantly enhance its market share and drive overall revenue growth, as it has already secured leasing agreements with several companies.
- Meta's Ad Business Recovery: Meta reported a 33% year-over-year revenue increase in Q1 2023, largely due to the application of AI technologies, although its valuation remains below historical levels, indicating potential for future growth, especially with new products like AI smart glasses on the horizon.
- Nebius's Incredible Growth: Nebius experienced a staggering 684% year-over-year revenue growth in Q1 2023, with projections of 549% and 219% revenue growth in 2026 and 2027 respectively, highlighting strong demand for its AI model training platform.
- Investment Opportunity Emerges: Despite Nebius's stock rising over 600% since 2025, its growth rate has not yet been fully reflected in its stock price, potentially offering an attractive opportunity for long-term investors, particularly in the context of ongoing expansion in the AI sector.
See More
Investment Opportunities in Hypergrowth AI Stocks
- Surging Market Demand: Both Nebius and CoreWeave, as emerging cloud computing companies, achieved year-over-year growth rates of 684% and 112% in Q1, respectively, indicating strong market demand for AI solutions and attracting partnerships with major clients like Meta and Microsoft, which further solidifies their market positions.
- Revenue and Backlog: CoreWeave reported quarterly revenue of $2.1 billion and boasts a nearly $100 billion revenue backlog, with a third expected to be realized over the next two years, reflecting high demand for its platform and signaling sustained growth potential ahead.
- Expansion Plans: Nebius plans to add several data centers by 2026, projecting its annual revenue to rise from $1.25 billion at the end of 2025 to between $7 billion and $9 billion, showcasing its rapid expansion capabilities and promising market outlook.
- Financing Risks: Unlike major cloud providers, these companies rely on debt financing for their data center build-outs, which introduces higher risks; however, investors must recognize that high returns often come with high risks, especially in the context of insatiable AI demand.
See More
AI Companies Rapid Expansion and Investment Insights
- Significant Revenue Growth: CoreWeave achieved an impressive 112% year-over-year growth in its latest quarter, with quarterly revenue reaching $2.1 billion, indicating strong demand for its platform, and its nearly $100 billion revenue backlog is expected to realize a third over the next two years, further driving growth.
- Nebius Rapid Expansion: Nebius posted a staggering 684% year-over-year growth rate in Q1, reaching $399 million in revenue, and is projected to increase its annual run rate from $1.25 billion to between $7 billion and $9 billion by 2026 through the addition of several new data centers, showcasing its strong market potential.
- Investor Confidence Boosted: Nvidia's role as a major investor in both companies signals confidence in Nebius and CoreWeave, particularly against the backdrop of insatiable AI demand, further solidifying the investment value of these stocks.
- Risks and Opportunities: While both companies demonstrate robust growth potential, their reliance on debt or equity issuance for funding data center expansions, due to the absence of a core business, increases investment risks, necessitating careful evaluation by investors.
See More
Nebius Secures Major Partnerships with Meta and Microsoft
- Significant Revenue Growth: Nebius reported a 684% year-over-year revenue surge in Q1, reaching $399 million, with its AI business growing by 841% and accounting for 98% of total sales, indicating strong market demand and business momentum.
- Strategic Partnerships: Nvidia announced a $2 billion investment in Nebius for an approximately 8.3% stake, which is expected to support over 5 gigawatts of data center capacity by 2030, further solidifying Nebius's position in the AI infrastructure sector.
- Expanding Customer Base: Nebius's agreements with Meta and Microsoft are valued at a total of $44.4 billion, which could provide the company with billions in financing opportunities to expand its cloud infrastructure and meet the growing demand for AI computing capacity.
- Capital Expenditure Risks: Nebius raised its 2026 capital expenditure forecast to between $20 billion and $25 billion, indicating a potential need for additional funding to sustain rapid expansion; despite having $9.3 billion in cash, the company must navigate the risks of equity dilution carefully.
See More
