The increases are expected to apply to systems shipped early next year, including those using Nvidia’s flagship Vera Rubin and Grace Blackwell chips. The exact increase will depend on the chip generation and memory configuration.
Companies that build Nvidia-based servers for major data center operators, including Microsoft Corporation (MSFT), Alphabet Inc. (GOOGL), and Oracle Corporation (ORCL), have recently started telling customers about the higher prices, according to the report.
On Friday, NVDA shares dropped about 1% to close at $214.72.
Memory Is Becoming an AI Bottleneck
The issue is not Nvidia’s GPUs themselves.
