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Auctions demonstrating willingness to pay premiums suggest pricing power and potential margin expansion for NBIS. If this mechanism proves scalable amid ongoing GPU scarcity, NBIS could see improved profitability and valuation cues similar to other firms monetizing scarcity.
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Nebius disclosed at the Goldman Sachs Communacopia + Technology Conference 2026 that auctions for Nvidia Blackwell compute yielded 15%–20% higher prices than prior peaks, after repeated fixed-price hikes. The result signals pricing power in AI infrastructure and could lift NBIS margins and potentially its valuation if the model scales.
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