Nvidia customers reportedly warned about AI-related price hikes

JUST IN: Nvidia has reportedly warned its largest customers that prices for servers containing its AI chips, including Vera Rubin and Grace Blackwell, could rise more than 15%, with hikes taking effect on systems shipped next year.

Nvidia is about to charge its biggest customers fifteen percent more. Minimum.

Bloomberg says the warning has already gone out. Servers built around its AI chips, the new Vera Rubin systems and Grace Blackwell, get more expensive on anything shipped next year, with the exact damage depending on chip generation and memory configuration. And memory is the word doing the heavy lifting there, because soaring memory chip costs are exactly what's squeezing Nvidia in the first place.

Think about who's receiving that phone call. The hyperscalers, the AI labs, the people already spending tens of billions a year on this hardware. When you're the only shop in town, you don't absorb rising costs, you forward them. Jensen Huang can do that. His customers can't say no.

So the AI buildout just got fifteen percent pricier, and every company promising investors their compute spend would flatten out next year now has some explaining to do.

This is Liu Yang, reporting for HIT.