Nvidia has notified major clients of a price increase for its AI server systems, with many seeing hikes exceeding 15%. The move affects systems featuring its flagship Vera Rubin and Grace Blackwell chips, with the final price depending on the chip generation and memory configuration. The root cause is the soaring cost of memory chips (DRAM), with manufacturers like Samsung, SK Hynix, and Micron gaining significant leverage due to high demand for AI infrastructure. Companies building servers for data center giants such as Microsoft, Google, and Oracle have already informed their customers. Experts warn this could slow down the global expansion of AI-powered data centers, which are already facing challenges like power shortages and logistical hurdles.
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