The Zhitong Finance App learned that on Thursday, cloud computing service provider NEBIUS (NBIS.US) bucked the market and is now up more than 7%; CoreWeave (CRWV.US) is up more than 3%. The shortage of computing power is moving from “narrative” to “reporting”. For the second time in the year, Nebius raised prices across the board. H100 rents increased by 17%-21%. Cloud vendor revenue and backlog orders are accelerating at the same time, and demand continues to outperform supply. Meanwhile, CoreWeave is exploring a way to improve its economic efficiency even more: selling artificial intelligence computing power for a shorter rental period. J.P. Morgan analysts believe this is a sign that customers are increasingly willing to pay a premium to obtain scarce computing power in the short term.

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