Nvidia Raises AI Server Prices by 15% Amid DRAM Shortage
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Microsoft, Google, and Meta are affected by an announced increase in AI server costs. Nvidia expects around a +15% rise for configurations equipped with Vera Rubin and Grace Blackwell chips. The cause is an ongoing DRAM shortage from suppliers like Samsung, SK Hynix, and Micron.
Microsoft, Google, and Meta Affected by Cost Increase
Microsoft, Google, and Meta are expected to be directly impacted by the rising prices of Nvidia's AI servers. These companies are currently investing billions in artificial intelligence infrastructure, making them vulnerable to the rising costs of equipment.
DRAM Shortage Among Major Manufacturers
The DRAM shortage continues among major suppliers such as Samsung, SK Hynix, and Micron. This situation limits the availability of the components necessary for manufacturing AI servers.
Vera Rubin and Grace Blackwell Servers: +15% Expected
Nvidia's AI servers equipped with Vera Rubin and Grace Blackwell chips are expected to see their prices increase by approximately 15%. This rise is anticipated due to supply chain difficulties in memory.
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