▲ Nvidia
Nvidia, the world's most valuable company by market capitalization and the leading artificial intelligence chip developer, has signaled an increase in the prices of its AI servers.
Citing sources, Bloomberg reported on the 22nd, local time, that Nvidia recently informed major clients that the prices of its AI chip systems will rise by more than 15%.
The price hikes will apply to shipments starting early next year, and flagship products such as "Vera Rubin" and "Grace Blackwell" are included in the price increases.
This price adjustment is driven by the severe shortage of memory chips.
Nvidia's accelerator processors serve as the core components essential for running AI software. To perform at their full capacity, these processors must be paired with DRAM memory chips.
Three companies—Samsung Electronics, SK Hynix, and Micron—account for the vast majority of global memory chip production. Amid the recent AI boom, surging demand has driven up memory chip prices.
Apple and Qualcomm have already raised product prices due to the semiconductor shortage, and now even Nvidia has been unable to fend off the cost increases.
Bloomberg noted that this clearly demonstrates the formidable leverage that memory chip manufacturers such as Samsung Electronics, SK Hynix, and Micron hold at the negotiating table.
While major Nvidia clients like Amazon, Microsoft (MS), Google, and Meta are pursuing the development of their own custom semiconductors, they still rely on a steady supply of memory chips from companies like Samsung Electronics to make that happen.
Nvidia's rising server prices are expected to pose a new obstacle to the construction of large-scale AI data centers.
Bloomberg explained that as data center construction already faces challenges due to project delays, labor shortages, tight capital markets, and local community pushback against development, this latest price hike will only add to the complexity.
(Photo: Getty Images)
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