Wire flash
TechNvidia plans to raise prices on AI servers by more than 15%, with increases taking effect on systems shipped early next year. The price hikes affect Vera Rubin and Grace Blackwell chip-based systems, with exact percentages varying by chip generation and memory configuration. The increases are driven by rising memory chip costs, as the explosive growth in AI infrastructure spending has outpaced DRAM production capacity from dominant manufacturers. Contract server makers have informed major customers including Microsoft, Google, and Oracle. Despite these customers pursuing custom AI chip programs to reduce dependence on Nvidia, they remain reliant on Nvidia for the bulk of their data center capacity. Nvidia is scheduled to report fiscal second-quarter earnings next week.
Yahoo FinanceWestern
Nvidia Raises AI Server Prices Over 15% Due to Soaring Memory Costs