AWS HIKES GPU PRICES AGAIN AS AI DEMAND STAYS STRONG
AWS will raise reserved GPU compute prices by 15% on October 7, following a 20% increase in July, according to Wells Fargo.
It marks the fourth consecutive quarterly increase, with H100/H200 and B200/B300 pricing now up 40–75% YTD.
Wells Fargo sees the pricing power supporting AWS revenue acceleration into early 2027 and maintains Overweight on Amazon ($AMZN ) with a $338 target.
AI Take
Long
AWS의 GPU 컴퓨팅 가격 인상은 아마존의 클라우드 매출과 수익성에 긍정적으로 작용할 수 있습니다. 강한 AI 수요가 가격 결정력을 뒷받침하는 흐름입니다.