Nvidia Hikes AI Server Prices Amid Memory Cost Inflation
Nvidia is passing on memory cost inflation to its customers by raising prices on some AI server systems more than 15%.
The price hikes affect systems scheduled to ship early next year, with varying increases depending on chip generation and memory configuration. Hardware built around Nvidia's Vera Rubin and Grace Blackwell platforms is among the products affected.
The move comes as memory costs surge due to soaring demand from AI data centers, which consume a growing amount of DRAM produced by companies like Samsung, SK Hynix, and Micron. Micron has said industry supply is likely to remain below demand through 2026 as AI workloads require more memory per server.
Nvidia's price hike is seen as a way to protect profitability as component costs rise. The company reported a 75% non-GAAP gross margin in its fiscal first quarter, alongside record revenue of $81.6 billion and Data Center sales of $75.2 billion.