Memory shortage reportedly drives Nvidia AI server prices up about 15 percent
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A reported memory shortage is driving up prices for Nvidia AI servers by about 15 percent, according to Bloomberg. Systems using Vera Rubin and Grace Blackwell chips are affected, with rising DRAM costs from Samsung, SK Hynix, and Micron as the main cause. The price hikes are expected to apply to shipments early next year, and contract manufacturers building servers for Microsoft, Google, and Oracle have already informed their customers. Nvidia has not commented on the matter. The increased costs will affect major cloud providers and AI labs, including Amazon, Microsoft, Google, Meta, OpenAI, and Anthropic. These companies are developing their own chips but still rely on Nvidia, highlighting a core tension as they are both its biggest customers and trying to reduce dependence. The AI industry also requires strong revenue growth to justify substantial infrastructure investments, while Nvidia itself carries significant outstanding liabilities.
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