Foreign media: The price of servers equipped with NVIDIA's artificial intelligence chips will increase by more than 15%

(Source: China News Service)

On August 23, China News Service reported that some major clients of NVIDIA have learned that the prices of servers equipped with its AI chips have generally increased by more than 15%, while the costs of memory chips have surged dramatically.

According to informed sources, the price adjustment measures will take effect early next year and will affect a range of products, including systems equipped with the flagship chips Vera Rubin and Grace Blackwell. They indicated that the extent of the price increase will depend on the model of the NVIDIA chip and the memory configuration.

These sources stated that companies hired to build servers for large data center operators such as Microsoft, Google, and Oracle have recently notified clients of the upcoming price hikes.

NVIDIA did not respond to this.

Reports indicate that as the most dominant company in the industry, memory chip manufacturers such as Samsung Electronics, SK Hynix, and Micron Technology are unable to maintain prices or absorb the rising costs. This reflects the significant influence these manufacturers have amid the surge in demand for AI infrastructure. Major tech companies, including Apple, have recently stated that they have been forced to raise product prices due to chip shortages.

NVIDIA's accelerated processors are core components for building and running AI software computers. Their performance depends on the capacity of the dynamic random-access memory (DRAM) equipped. The two South Korean companies, SK Hynix and Samsung Electronics, along with Micron Technology, account for the vast majority of global production of such chips. Although they have been increasing production, they have still not met the surging demand. This has led to significant price increases for such goods and has given their manufacturers unprecedented influence in the technology sector.

In terms of news, NVIDIA will announce its second-quarter financial report next week. As the currently highest-valued publicly traded company in the world, its performance update has become a key dynamic for the tech industry and investors—who have heavily invested in related infrastructure based on expectations that AI will reshape the economy.

In the secondary market, NVIDIA's stock price closed at $214.720 on the last trading day, down nearly 1%, with a market capitalization of $519.62 billion (approximately 3.49 trillion RMB).

(Translation and editing: Li Xiaoxuan) (China News Service APP)