Aug. 25 at 1:36 AM
Nvidia has told major customers that prices for AI servers using its flagship Vera Rubin and Grace Blackwell chips will rise by more than 15% for systems delivered early next year, driven by surging memory chip costs.
Server makers serving major data-center operators such as Microsoft, Google and Oracle have reportedly notified customers of the increases. The price hikes highlight the growing bargaining power of Samsung, SK Hynix and Micron, which dominate DRAM production as AI demand continues to outpace supply.
Nvidia’s AI accelerators rely heavily on DRAM, and the shortage has pushed memory prices sharply higher. Despite a roughly 75% gross margin, Nvidia appears unable to fully absorb the rising costs. The company has also raised prices on some gaming GPUs.
Major customers including Amazon, Microsoft, Google and Meta are developing their own chips to reduce dependence on Nvidia.
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