赵兟甡

#nvidiaaiserverpricesriseover15% NVIDIA REPORTS NEXT WEEK AND ITS CUSTOMERS JUST GOT TOLD PRICES ARE GOING UP MORE THAN 15 % Servers built around its AI chips, shipping early next year, including Vera Rubin and Grace Blackwell systems, per Bloomberg. Memory is the reason. DRAM prices have soared and only Samsung, SK Hynix and Micron make meaningful quantities of it. NVIDIA runs a 75% gross margin and passed the cost through anyway. Contract builders have notified customers including Microsoft, Google and Oracle.$NVDA $BASED $INX