CoreWeave shares fell 25.2% during the same week that market rates rose, as 98% of the neocloud's second-quarter revenue came from committed contracts at fixed prices. Most of CoreWeave's $104B backlog is not recognized until after mid-2028, meaning current surges in on-demand pricing do not immediately benefit its existing book of business.
Wednesday, October 21, 2026
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Nvidia B200 Rental Prices Hit All Time High of $8.54 Per Hour
AI1 day ago
On-demand rental rates for Nvidia B200 GPUs climbed 12.9% in the past trading week amid a widespread shortage of compute capacity. Prices reached a record $8.54 per GPU-hour on the Ornn Exchange, the highest level ever tracked for the index. Nebius spot pricing for the same hardware more than tripled over the last seven days, which could help the company beat its $9B annual recurring revenue target as it annualizes December figures.
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