On 23 August, Bloomberg reported on Saturday that some of Nvidia’s largest customers have been told that servers containing its artificial-intelligence chips will in many cases rise more than 15 per cent, because memory-chip costs are surging. The price increase takes effect from the start of next year and covers systems built on the flagship Vera Rubin and Grace Blackwell chips, with the size of the rise depending on Nvidia’s chip generation and memory configuration.
Companies that build servers for large data-centre operators such as Microsoft, Alphabet’s Google and Oracle have recently notified their own customers of the coming increase, the report said, citing people familiar with the matter. Nvidia’s chips underpin artificial-intelligence infrastructure, and the company reports its second-quarter results on 26 August. Reuters could not immediately verify the report, and Nvidia did not reply to a request for comment outside normal business hours.
Editor’s note: This is an adapted translation of the original Sohu report. It has been trimmed and restructured for readability for an international business audience.