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Nebius Auction-Goers Howl For Blackwell, Throwing Cash

Surging AI-agent demand keeps Nvidia compute scarce and expensive despite expanding capacity and efficiency gains.

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forbes.comStai leggendo1 g fa

Nebius Auction-Goers Howl For Blackwell, Throwing Cash

Nebius's Blackwell auctions hit 15% above records as demand outpaces supply. Jevon's paradox: AI agents' compute needs outpace efficiency gains, sustaining high prices and multi-year GPU contracts (A100–Vera Rubin), signaling long-term structural boom.

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theinformation.com2 g fa

Nebius, CoreWeave Are Cashing In on Soaring AI Compute Prices

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Timeline cronologica

giovedì 13 agosto 2026·theinformation.com
Nebius, CoreWeave Are Cashing In on Soaring AI Compute Prices
Remember two weeks ago when Apple passed Nvidia in market capitalization? That’s now ancient history. At today’s close, Nvidia’s market capitalization was $1 trillion higher than…
venerdì 14 agosto 2026·forbes.com
Nebius Auction-Goers Howl For Blackwell, Throwing Cash
Surging AI-agent demand keeps Nvidia compute scarce and expensive despite expanding capacity and efficiency gains.