Nvidia Customers Face AI Chip Price Hikes Over 15%
Nvidia's customers have been informed about AI-related price hikes that will take effect on systems shipped early next year. The increases, which are over 15% in many cases, will impact servers containing Nvidia's AI chips, including those with the flagship Vera Rubin and Grace Blackwell chips.
The price hikes will depend on Nvidia's chip generation and memory configurations. Companies that build servers under contract for large data center operators such as Microsoft, Alphabet Inc.'s Google, and Oracle have recently informed their customers of the upcoming increases.
Nvidia is set to report its second-quarter results on August 26. The company has become a proxy for the broader AI ecosystem spanning chip makers and companies financing the rapid expansion of data center capacity.