Wall St Engine(@wallstengine):$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 notifying customers. Amazon, Microsoft, Google and Meta are developing in-house AI chips, but remain heavily dependent on Nvidia for their data center buildouts.

2026.08.22 19:05

$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 notifying customers. Amazon, Microsoft, Google and Meta are developing in-house AI chips, but remain heavily dependent on Nvidia for their data center buildouts.