🔥 GPU “besieged” by storage chips! NVIDIA AI server prices rise by more than 15%, and cost pressure finally reaches end users!
#英伟达AI服务器涨价超15%
According to a report by Bloomberg on August 22, NVIDIA has notified several of its largest customers that the prices of servers equipped with its AI chips will be increased, with most cases seeing hikes of more than 15%. The price increases will take effect starting with systems shipped at the beginning of next year, covering servers using the flagship Vera Rubin and Grace Blackwell chips. Server manufacturers that do contract manufacturing for big companies such as Microsoft, Google, and Oracle have also received the price-hike notices.
💥 Why can’t even NVIDIA take it anymore?
① Soaring memory costs are the root cause. Server DRAM prices doubled in the first quarter of 2026, and memory costs account for 25% of the total cost of high-end racks. Global DRAM capacity is almost entirely split among Samsung, SK hynix, and Micron, and capacity growth is far behind the explosion in AI demand. Deloitte predicts that AI server DRAM prices will rise another fourfold over the whole of 2026.
② The transmission effect has already begun. Apple has raised prices for some products by up to 20%, and Amazon’s Echo Dot has increased by 60%, with both attributed to a spike in memory costs driven by AI data center demand.
📈 Impact on the market:
In the short term: Watch NVIDIA’s profit margin ⚠️ NVIDIA will release its results for the second fiscal quarter on August 26 (next Wednesday). The market will assess whether the “storage rush” will erode its 75% gross margin.
In the long term: Storage vendors’ bargaining power hits new highs 🚀 Even NVIDIA can’t tamp down costs, reflecting the strong pricing power of storage chip manufacturers in the AI industry chain. Price hikes confirm that supply and demand for high-end AI servers are tightening, benefiting the entire value chain including HBM, DDR5, PCBs, and liquid cooling.
⚠️ Risk reminder: The price increases apply only to NVIDIA’s complete systems delivered overseas; domestic vendors may not raise prices in parallel. The information comes from media reports citing insiders, and has not been confirmed by NVIDIA.
Fellas, storage chip makers are “besieging” the GPU giants—do you think NVIDIA’s gross margin can still hold at 75%?
$NVDA
$MU
#英伟达AI服务器涨价超15%
According to a report by Bloomberg on August 22, NVIDIA has notified several of its largest customers that the prices of servers equipped with its AI chips will be increased, with most cases seeing hikes of more than 15%. The price increases will take effect starting with systems shipped at the beginning of next year, covering servers using the flagship Vera Rubin and Grace Blackwell chips. Server manufacturers that do contract manufacturing for big companies such as Microsoft, Google, and Oracle have also received the price-hike notices.
💥 Why can’t even NVIDIA take it anymore?
① Soaring memory costs are the root cause. Server DRAM prices doubled in the first quarter of 2026, and memory costs account for 25% of the total cost of high-end racks. Global DRAM capacity is almost entirely split among Samsung, SK hynix, and Micron, and capacity growth is far behind the explosion in AI demand. Deloitte predicts that AI server DRAM prices will rise another fourfold over the whole of 2026.
② The transmission effect has already begun. Apple has raised prices for some products by up to 20%, and Amazon’s Echo Dot has increased by 60%, with both attributed to a spike in memory costs driven by AI data center demand.
📈 Impact on the market:
In the short term: Watch NVIDIA’s profit margin ⚠️ NVIDIA will release its results for the second fiscal quarter on August 26 (next Wednesday). The market will assess whether the “storage rush” will erode its 75% gross margin.
In the long term: Storage vendors’ bargaining power hits new highs 🚀 Even NVIDIA can’t tamp down costs, reflecting the strong pricing power of storage chip manufacturers in the AI industry chain. Price hikes confirm that supply and demand for high-end AI servers are tightening, benefiting the entire value chain including HBM, DDR5, PCBs, and liquid cooling.
⚠️ Risk reminder: The price increases apply only to NVIDIA’s complete systems delivered overseas; domestic vendors may not raise prices in parallel. The information comes from media reports citing insiders, and has not been confirmed by NVIDIA.
Fellas, storage chip makers are “besieging” the GPU giants—do you think NVIDIA’s gross margin can still hold at 75%?
$NVDA
$MU