AI server prices rising 15%+ driven by DRAM costs from Samsung, Hynix and Micron
AI server prices are rising 15%+ on systems shipping early next year, driven by DRAM costs from Samsung, Hynix and Micron rather than NVIDIA pricing power, according to Bloomberg. NVIDIA is hiking prices by ~15% including Vera Rubin and Grace Blackwell chips, and Apple blamed memory costs for weak guidance.
Detected & updated continuously · Source: Nebula
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@itskevintr
AI server prices are rising 15%+ on systems shipping early next year. Bloomberg says the driver is $DRAM costs from Samsung, Hynix and $MU, not $NVDA flexing. That matters for $NVDA. A price hike usually screams pricing power. This one reads more like cost passthrough. The
@wliang
Interesting... $NVDA is hiking prices by ~15%, including Vera Rubin and Grace Blackwell chips. > Memory is so scarce it's repricing the entire AI stack. $AAPL blamed it for weak guidance, now Nvidia is raising its prices > The $MU / $SNDK / $SKHY supercycle keeps getting https://t.co/54cUNLIilT