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GPU Capacity Auction Pricing

Company: Nebius

Subject kind
product
Statement date
2026-09-21
Promised amount
15.0 percent
Current status
stated

The claim, verbatim

Recent capacity auction cleared at prices 15 percent above the highest prices previously charged for Blackwell GPU chips

Source (primary)

Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices - 24/7 Wall St. (-, news_article)
View cached copy (2026-09-23)Live source ↗

Quote: “a recent capacity auction clearing at a price 15% above the highest price previously charged for Blackwell chips”

How we checked this

Checked on September 26, 2026. The cited source supports every part of this claim.

The article reports that Nebius management cited a recent capacity auction clearing 15% above the highest price previously charged for Blackwell chips.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://247wallst.com/investing/2026/09/21/rothschild-redburn-downgrades-nebius-coreweave-to-sell-on-lower-gpu-prices/) in full (10,843 characters, retrieved September 23, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices - 24/7 Wall St.

Quote: “a recent capacity auction clearing at a price 15% above the highest price previously charged for Blackwell chips”

View cached copy (2026-09-23)Live source ↗