Sources: some of Nvidia's top customers have been told that prices will jump 15%+ on systems, including Vera Rubin and Grace Blackwell, starting in early 2027
Bloomberg
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Discussion
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@business
@business
on x
The price increases are likely to add complexity to the industry's massive AI data center build-out ambitions https://www.bloomberg.com/...
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@deitaone
@deitaone
on x
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,
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@edzitron
Ed Zitron
on x
The system is just gonna exhaust itself at this point
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@stocksavvyshay
Shay Boloor
on x
$NVDA server prices are reportedly rising more than 15% as soaring memory costs ripple through the AI supply chain. Contract manufacturers serving $MSFT, $GOOGL & $ORCL have begun notifying customers with increases varying by chip generation and memory configuration.
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@stocksavvyshay
Shay Boloor
on x
$NVDA is flexing its pricing power again with customers reportedly notified of AI system price hikes above 15%. The increases are set to hit systems shipping early next year including Vera Rubin and Grace Blackwell.
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Neil Dutta
Neil Dutta
on linkedin
For a Federal Reserve that is concerned about the inflationary consequences of the AI boom, this recent news from Nvidia is unwelcome. …
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