GPU Capacity Auction Pricing
Company: Nebius
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:
- Nebius Group pointed to a recent capacity auction
- The auction cleared at a price 15% above the highest price previously charged for Blackwell chips
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”