AWS lifts reserved GPU compute prices 15% on Oct 7, fourth quarterly increase

AWS will increase reserved GPU compute prices by 15% on October 7, according to Wells Fargo. This follows a 20% hike in July, the fourth consecutive quarterly rise. H100/H200 and B200/B300 pricing is up 40–75% YTD. Wells Fargo sees pricing power supporting AWS revenue acceleration into early 2027 and maintains Overweight on Amazon ($AMZN) with a $338 target.