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in postLONG
“AWS raising GPU prices 20% is a positive indicator for hyperscale ROICs and as a general AI demand signal.”
@zephyr_z9
Sector-wide GPU repricing at 20% lifts unlevered IRRs on AI datacenter capex above 20% for all hyperscalers, making Google Cloud's B300 buildout more profitable than prior models assumed
GOOGLLONG@ $329.84
$359.43+8.97%
since call Jun 28
peak +10.5%
in postLONG
“AWS raising GPU prices 20% is a positive indicator for hyperscale ROICs and as a general AI demand signal.”
@zephyr_z9
AWS B300 GPU price hike of 20% on Jul 1 lifts per-GW revenue from $18.9B to $22.7B at reserved-instance rates, expanding AWS margins with zero new capex on legacy A100s
AMZNLONG@ $236.07
$265.62+12.52%
since call Jun 28
peak +16.8%
in postLONG
“LTAs for B300s are between $1.8-$3/hr”
@zephyr_z9
LTA contracts for B300 Blackwell GPUs priced at $1.8–$3/hr confirm sustained demand; AWS's 20% on-demand hike validates NVDA's chip pricing power and accelerates datacenter revenue
NVDALONG@ $190.78
$199.95+4.81%
since call Jun 28
peak +11.1%
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