Amazon Will Raise Most GPU Reservation Prices 15% or More on October 7. Here’s Where the Stock Could Go by 2030

Amazon Will Raise Most GPU Reservation Prices 15% or More on October 7. Here’s Where the Stock Could Go by 2030

Key Stats for Amazon Stock

  • Current Price: $248.23
  • Target Price (Mid): ~$597
  • Street Target: ~$330
  • Potential Total Return: ~141%
  • Annualized IRR: ~23% / year

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What Happened?

Amazon (AMZN) will raise prices on most reserved Nvidia GPU capacity by 15% or more starting October 7, according to its Capacity Blocks pricing page. It is the product’s third increase of 2026. On October 2, Bloomberg relayed a Financial Times report that Amazon is exploring a deal to move about $8 billion of Nvidia (NVDA) chips off its balance sheet. Both moves bear on AWS’s 39.3% second-quarter operating margin. Shares closed at $248.23 on October 1, and full results are in Amazon’s investor relations materials.

The October 7 Hike Spares Trainium and Existing Reservations

The new rates lift seven Nvidia instance types by 15% in U.S. regions. For example,…

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