Nvidia Stock Falls on AI Server Price Hikes Linked to Memory Costs

finance.yahoo.com

Nvidia shares fell 2% Monday after reports that AI server prices could rise over 15% next year, affecting customers. The increases target systems using Nvidia's Vera Rubin and Grace Blackwell platforms, with final adjustments varying by chip generation and memory configuration. Server makers for Microsoft, Alphabet, and Oracle have informed customers, citing rising memory costs amid AI infrastructure expansion. Nvidia remains a key AI supplier despite customer efforts to develop own chips. It reports second-quarter results Aug. 26. Higher pricing may support revenue but could strain customers' AI budgets.


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