Nebius

GPU cloud

European GPU cloud growing fast off a small base, targeting 5 gigawatts of contracted power by year end.

$3B annualised revenue run rate

Stories

What has happened

A research firm's test of 77 AI clouds puts Nebius beside CoreWeave at the top, and moves Microsoft Azure to Silver

· L3 Iron and cloud · 77 providers tested; 19 earned a Medallion rating; 15 in a new lower tier · Confirmed

SemiAnalysis, a research firm, has published the third edition of its ClusterMAX ratings of companies that rent out AI computing, covering 77 providers. It puts Nebius alongside CoreWeave in its top tier, Platinum, and adds Google Cloud to Gold beside Oracle. Microsoft Azure moves to Silver and Crusoe drops to Bronze. SemiAnalysis says it raised its bar this round, so only 19 providers earned what it calls a Medallion rating, and it created a new Participation Ribbon tier below Bronze for 15 providers it says "do the bare minimum to get by." The ratings are the firm's own judgement, built from its tests of reliability, performance, support, pricing and security, and from interviews with more than 200 users.

Source

Nebius tells customers its on-demand Nvidia GPU prices will rise about 17 to 21 percent from 1 October

· L3 Iron and cloud · H100 +~17%; B300 +~21%; B300 +~56% over two rounds · Reported

Nebius, a cloud company that rents out Nvidia chips for AI work, has told customers it will raise prices for its on-demand GPU cloud services from 1 October, according to Proactive, a financial news service: about 17 percent more for Nvidia H100 instances, about 21 percent more for the newer Nvidia B300, and 25 percent more for AMD EPYC Genoa processors. The report says this is Nebius's second round of increases in a few months, taking the total rise for B300 instances to about 56 percent. This desk could not read a matching notice on Nebius's own site, so the item runs as Reported. For most people nothing changes directly; this is a price paid by companies that rent these chips.

Source

The industry-standard AI speed test adds its first test of AI agents, and a record 30 organisations take part

· L3 Iron and cloud · 30 orgs (record); DeepSeek R1 best per chip 5.7x in a year · Confirmed

MLCommons published results for MLPerf Inference v6.1 on 16 September, its industry-standard, peer-reviewed benchmark of how fast AI systems run, with a record 30 organisations submitting, including Nvidia, Microsoft Azure, Oracle, CoreWeave, Nebius and Lambda. For the first time it includes a test of AI agents: the Edge Agentic Inference test, which measures multi-turn work such as agentic coding, where each step depends on the ones before. MLCommons says the best per-chip result on its visual-language test improved 2.99 times in six months, and on the DeepSeek R1 reasoning test 5.7 times in a year. For people using AI tools, MLCommons says gains like these could let the same systems serve more users.

Source

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