Amazon Stocks Drop as AWS Raises Reserved GPU Prices Khac Phu Nguyen Thu, October 8, 2026 at 9:15 AM EDT AMZN -0.47% NVDA -1.22% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Amazon (NASDAQ:AMZN), the commerce and cloud-computing company, raised Nvidia-based EC2 Capacity Block rental prices by roughly 15%, effective October 7, while shares traded at $254.64, down 0.65% at 10.25 am EST on October 7. MarketWatch reported the increase as AI customers face a bigger bill for reserved computing capacity. Amazon is charging more for access to the hardware powering the AI buildout.
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Customers reserve accelerators for set periods and pay the reservation fee upfront. AWS states that those rates adjust with supply and demand, with the new hourly price reaching $16.146 per B300 accelerator in standard regions. Other Capacity Block prices remain unchanged, alongside On-Demand and Savings Plans pricing. That gives customers a reason to compare purchasing options before committing their next AI budget.
For investors, higher rental rates could lift revenue per booked GPU, provided customers keep buying capacity. Unchanged Trainium reservation pricing could also make Amazon's own chips more appealing on cost. But pricing power has limits: customers can compare rival clouds or buy hardware themselves. The valuation picture shows shares just 1.71% above the $250.35 GF Value estimatea modest premium that leaves the earnings payoff from AI spending firmly in focus.
