Nvidia tells big customers: AI servers cost 15% more next year
Nvidia is passing surging memory costs straight to its biggest customers, warning them that AI servers shipping next year carry a price hike above 15 percent, hitting systems built around its flagship Blackwell and Vera Rubin chips. The move complicates already-delayed data-center buildouts and exposes a power shift toward memory giants Samsung, SK Hynix and Micron, whose DRAM prices are galloping ahead of supply. It could also crack an opening for rivals under-cutting loyalty.