US Stock Market Movement | Cloud computing service provider NEBIUS (NBIS.US) rises over 7% against the market at the opening

According to Golden Ten Data APP, on Thursday, cloud computing service provider NEBIUS (NBIS.US) surged against the market trend at the start of trading, now up over 7%; CoreWeave (CRWV.US) rose more than 3%. The shortage of computing power is shifting from a “narrative” to “financial reports”; Nebius has raised prices comprehensively for the second time this year, with H100 rental prices increasing by 17%-21%. Cloud providers’ revenues and backlogged orders are accelerating simultaneously, with demand consistently outpacing supply. At the same time, CoreWeave is exploring a more economically efficient approach: selling AI computing power with shorter rental terms. JPMorgan analysts believe this reflects that clients are increasingly willing to pay a premium to access scarce computing power in the short term.