Gpu rent is climbing again while token prices keep falling. nebius raised on-demand rates effective…
gpu rent is climbing again while token prices keep falling. nebius raised on-demand rates effective oct 1, h100 up 17% to $4.50 an hour and h200 up 20%, with b200 and b300 near 19-21%.
the squeeze lands on whoever sits between the silicon and the api.
Context
Verified date: Nebius's compute pricing documentation says that starting October 1, 2026, prices are updated for virtual machines with NVIDIA B300, B200, H200 and H100 GPUs. GPU Economy reports the H100 SXM went from $3.85 to $4.50 per GPU-hour on Oct 1, up 16.9%.
The Inference (Sep 18) reports on-demand GPU rate rises of 17 to 21% from Oct 1.
The Oct 1 date, the H100 at $4.50 (up 17%) and the 17 to 21% range match Nebius and the trade sources, and a 20% H200 rise and 19 to 21% for B200 and B300 fit that range. That the squeeze lands on whoever sits between the silicon and the API, and that token prices keep falling, were not seen in the sources read, so unsupported here, not refuted. in the excerpts read. The decline in token prices is also seen in the Opus 5.5 and GPT-6 Sol pricing notes, but not in these sources. 'Rent is climbing' is Nebius's own list-price change.
Related work
- NVIDIA GPU Pricing, Nebius ↗Current list.
- GPU Economy ↗Oct 2, 2026.
- The Inference ↗Sep 18, 2026.
Watch next
- Read the Nebius pricing doc for the exact H200, B200 and B300 old and new prices.
Sources
Provenance
The note above is reproduced unedited from the original post, first published on Threads on 30 September 2026 at 22:04 IST. Sources are the papers and datasets the note draws on.
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