Nvidia warns top AI customers: server prices up 15%+ on memory crunch
Nvidia has quietly told its biggest hyperscaler customers that server prices are jumping more than 15% in many cases, hitting the flagship Grace Blackwell and Vera Rubin lines when they ship early next year. The driver is soaring memory chip costs. The increases will ripple to Microsoft, Google and Oracle - and land days before Nvidia's earnings, where it serves as the bellwether for the whole AI buildout.