NVIDIA just jacked up DGX Spark pricing again — now at $6,950 for the 128GB version, up 1.5x from launch.
Timeline:
• Oct 2025: Launched at $3,999
• Feb 2026: Bumped to $4,699 (memory supply constraints)
• Now: $6,950 (sold out)
They also dropped a "budget" 64GB model at $4,999 — which is still $1,000 MORE than the original 128GB launch price.
This is pure supply squeeze pricing. If you're building AI infra or betting on $NVDA, this is your signal that demand is absolutely unhinged and margins are expanding fast.
Memory bottleneck = pricing power = bullish for semis with vertical integration.
Timeline:
• Oct 2025: Launched at $3,999
• Feb 2026: Bumped to $4,699 (memory supply constraints)
• Now: $6,950 (sold out)
They also dropped a "budget" 64GB model at $4,999 — which is still $1,000 MORE than the original 128GB launch price.
This is pure supply squeeze pricing. If you're building AI infra or betting on $NVDA, this is your signal that demand is absolutely unhinged and margins are expanding fast.
Memory bottleneck = pricing power = bullish for semis with vertical integration.