Amazon to hike AWS GPU reservation prices 20% July 1, P6-B300 hits $14.04/hr
AMZN•AWS will raise EC2 Capacity Block reservation prices by approximately 20% effective July 1, boosting P6-B300 to $14.04/hr and P5en (US) to $6.865/hr across Nvidia-based GPU families. AWS revenue climbed 28% year-over-year to $37.6 billion in Q1 2026, fueling pricing leverage supported by $200 billion in 2026 AI infrastructure capex and an anticipated delivery of 1 million Nvidia GPUs by end-2027.
1. Details of GPU Price Hike
AWS will raise EC2 Capacity Block reservation prices by approximately 20% effective July 1, updating hourly rates for Nvidia-powered P6-B300 ($14.04), P6-B200 ($12.355), P5 series ($4.72–$6.865) and P4de ($2.214).
2. AWS Growth and Pricing Leverage
AWS posted $37.6 billion in revenue in Q1 2026, up 28% year-over-year—the fastest growth in three years—supported by robust enterprise demand for GPU compute and backed by $200 billion in AI infrastructure capital expenditure for 2026.
3. Supply Dynamics and Customer Response
Tight supply of high-end Nvidia GPUs underpins AWS’s pricing power for reserved instances, though elevated reservation costs may drive some customers to explore Nvidia offerings on rival clouds or Google Cloud’s TPU-based instances.
