Nvidia AI Server Chips Set for Pricier Ride Amid Rising Memory Costs
Nvidia's newest AI server chips are set to get pricier for major tech companies like Microsoft, Google, and Oracle. According to Bloomberg, contract manufacturers that build servers for these companies have started warning them about price hikes, reportedly due to rising costs of memory chips.
The increases range from 15% higher for systems shipping early next year, with the cost depending on how much memory is packed into each box. The Nvidia Vera Rubin and Grace Blackwell platforms are affected by this price jump.
This development could slow down capital expenditure timelines at these cloud companies, as they plan their spending in multi-quarter chunks. A 15% increase in server prices acts like quiet inflation for data-center budgets, making the payback period on new capacity tend to lengthen.