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.