$NBIS just removed the price ceiling on its preemptible GPUs.
Preemptible GPU prices can now exceed on-demand GPU prices when demand spikes.
• Prices update every 15 minutes.
• Pricing adjusts dynamically to supply and demand.
• Historical prices are publicly available.
You don’t remove a price ceiling when you’re struggling to fill capacity.
You remove it when you know customers are willing to pay whatever it takes to secure compute.
This is exactly why I’m so bullish on neoclouds.
GPU capacity is scarce. Demand is exploding. And pricing power is shifting toward infrastructure providers.
The more desperate customers become for compute, the more valuable every available GPU becomes.
$NBIS doesn’t need to predict how high GPU prices will go anymore.
It can let the market decide.
Preemptible GPU prices can now exceed on-demand GPU prices when demand spikes.
• Prices update every 15 minutes.
• Pricing adjusts dynamically to supply and demand.
• Historical prices are publicly available.
You don’t remove a price ceiling when you’re struggling to fill capacity.
You remove it when you know customers are willing to pay whatever it takes to secure compute.
This is exactly why I’m so bullish on neoclouds.
GPU capacity is scarce. Demand is exploding. And pricing power is shifting toward infrastructure providers.
The more desperate customers become for compute, the more valuable every available GPU becomes.
$NBIS doesn’t need to predict how high GPU prices will go anymore.
It can let the market decide.
