Nvidia
Nvidia customers face AI server price rises above 15%
Bloomberg reported that contract manufacturers have told buyers that memory costs are pushing up prices on systems shipping in early 2027.
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Nvidia AI server prices to rise over 15% on soaring memory costs, Bloomberg reported.
Some of Nvidia's largest customers have been told that AI servers shipping in early 2027 will cost more than 15% more in many configurations, Bloomberg reported on 22 August 2026, citing people familiar with the matter.
Bloomberg said the increases apply to systems built around Nvidia's flagship Vera Rubin and Grace Blackwell platforms, with the size of the rise depending on chip generation and memory configuration.
Contract server builders that supply Microsoft, Google, Oracle and other large data-centre operators have told customers about the price increases, according to the report.
Nvidia has not confirmed the price rises, and Reuters could not independently verify the report.
The increases stem from rising memory costs. Counterpoint reported quarter-on-quarter price rises of 80-90% across DRAM, NAND and HBM, and server DRAM roughly doubled in the first quarter of 2026. Deloitte expects AI-server DRAM prices to quadruple over 2026.
Memory now accounts for about 25% of the cost of a high-end rack, according to Bloomberg. Blackwell NVL72 GB200 racks currently cost $2.8 million to $3.4 million, while inquiries for Vera Rubin systems run $5 million to $7 million per unit, 24/7 Wall St. reported.
Samsung, SK Hynix and Micron, which produce most of the world's memory chips, stand to benefit from the higher prices.
The report emerged days before Nvidia's earnings announcement on 26 August.
Sources
- Nvidia Customers Notified About AI-Related Price Hikes Above 15% — Bloomberg, 22 August 2026
- Nvidia's 15% Price Hike Reveals the Hidden Cost of the AI Boom — 24/7 Wall St., 23 August 2026