<div id="readability-page-1"><div><div><p>Once again, Nvidia's earnings were a dud (the stock hasn't delivered an outsized T+1 move on an earnings print since May 22), with the stock closing down almost 2% and near session lows. Yet many of the &#34;picks and shovels&#34; companies that serve the Nvidia ecosystem soared (look no further than memory stocks which soared 6-10% today). That's because an analysis by Morgan Stanley analyst Howard Kao found that memory components inside the upcoming Vera Rubin rack will soar in price, led by a 435% surge in Memory components. But that's just one: while the GPU will see a 57% increase in cost, virtually every other component will rise by the same if not much higher amount.</p><p>Let's take a closer look.at Morgan Stanley's analysis, starting with a summary:</p></div></div></div>

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<p>Nvidia's Vera Rubin Rack is set to cost $7.8 million, double that of the Blackwell Rack, due to significant price increases in memory components, projected to rise by 435%. Despite Nvidia's recent earnings disappointment, related companies in the ecosystem saw stock gains, with memory stocks rising 6-10%. The GPU costs are also expected to increase by 57%.</p>

- Nvidia's earnings report led to a nearly 2% drop in its stock, marking a lackluster performance since May 22.  
- In contrast, companies in the Nvidia ecosystem, particularly memory stocks, experienced gains of 6-10% due to anticipated price increases in memory components.  
- Morgan Stanley's analysis predicts a 435% price surge for these components, alongside a 57% cost rise for GPUs and even higher increases for other parts.

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Nvidia's Vera Rubin Rack Will Cost $7.8MM, Double A Blackwell Rack: Here's What's Behind The Soaring Price