Nvidia has notified some of its largest customers that AI server prices will increase by more than 15% for systems shipping early next year, including Vera Rubin and Grace Blackwell platforms. The hikes are driven by soaring DRAM costs from Samsung, SK Hynix, and Micron, according to reports from Bloomberg and CNBC.
Sentimentbullish 70
Bullish · 70 of 100
Impact70
medium · sector-wide
Confidence90%
high confidence · 8 wires
Eventdeveloping
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Nvidia to hike AI server prices by 15%+ for some major customersneutral 50 · impact 60
NVIDIA AI SERVER PRICES REPORTEDLY SET TO JUMP 15%+
Some of Nvidia’s largest customers have been told AI server prices will rise by more than 15% in many cases as memory costs surge, Bloomberg reports.
The increases are expected to affect systems shipped early next year, including Vera Rubin and Grace Blackwell platforms.
Higher hardware costs could further increase the price of expanding AI data center capacity.
NVIDIA'S $NVDA REPORTEDLY TOLD ITS BIGGEST CUSTOMERS SERVER PRICES ARE RISING MORE THAN 15% ON SOARING MEMORY CHIP COSTS
The increases apply to systems shipped starting early next year, including those with Vera Rubin and Grace Blackwell chips. The exact increase depends on chip generation and memory configuration.
Companies that build servers under contract for Microsoft, Google, and Oracle have notified their customers of the coming increases - Bloomberg
$NVDA AI SERVER PRICES SET TO RISE 15%+
Some Nvidia customers have been notified that AI server prices will rise more than 15% in many cases for systems shipping early next year, including Vera Rubin and Grace Blackwell.
Bloomberg says the increases will vary by chip generation and memory configuration, with soaring DRAM costs from Samsung, SK Hynix and Micron driving much of the pressure.
Server makers supplying hyperscalers including Microsoft, Google, and Microsoft have already begun notif
Nvidia clients alerted to AI-driven price lifts exceeding 15%bullish 70 · impact 60 · this page
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