AI demand once again proves red-hot! CoreWeave (CRWV.US) and Nebius (NBIS.US) both raise prices for computing power services.
Zhito Finance APP has learned that Nvidia-backed AI cloud infrastructure provider CoreWeave (CRWV.US) said that since June 30, 2026, the company has continued to sign new compute capacity contracts at higher prices, including short-term agreements signed in the third quarter. It is reported that in the third quarter of 2026, CoreWeave has signed contracts with customers for terms of approximately 3 to 6 months, priced at about $40 million per megawatt. This price is calculated based on the ratio between annualized revenue and the electricity required to operate the relevant clusters. CoreWeave also reiterated that the company added more than $25 billion in net customer commitments at the beginning of the third quarter, and these commitments were not included in the revenue backlog as of June 30. As of August 11, the company's total contracted power capacity increased to approximately 4.2 gigawatts, compared with about 3.7 gigawatts as of June 30.
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