The Zhitong Finance App learned that the wave of price increases for GPU cloud services is rewriting the negotiation pattern in the global computing power industry? Recently, Nebius announced a 20% price increase for the entire GPU cloud service line starting October 1 — this is the second round of price increases in the year. The B300 has a cumulative increase of 56%. Customer demand has been visible for more than 24 months, and they are even willing to bid for Blackwell's computing power at a premium; the backlog of CoreWeave orders has exceeded 100 billion US dollars, and the scale of contracted electricity continues to rise. Hwang In-hoon bluntly stated, “The core constraint is not demand, but production capacity.” When “if you have a card, you have pricing power” became a consensus, the capital market began to re-examine the question: Who are the players who really “definitively benefit” in this round of hashrate bullish market?

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