Nvidia is reportedly raising prices on some AI server systems by more than 15% as soaring memory costs spread through the data-center supply chain. The increases affect systems scheduled to s
Nvidia is reportedly raising prices on some AI server systems by more than 15% as soaring memory costs spread through the data-center supply chain.
The increases affect systems scheduled to ship early next year and vary depending on chip generation and memory configuration, Bloomberg reported. Hardware built around Nvidia’s Vera Rubin and Grace Blackwell platforms is among the products affected.
Server manufacturers supplying Microsoft, Google, Oracle and other large data-center customers have been informed of the changes, highlighting how memory shortages are raising the cost of the broader AI infrastructure boom.
Memory Becomes the AI BottleneckAdvanced Nvidia accelerators require large amounts of DRAM and high-bandwidth memory, making server prices increasingly sensitive to memory costs.
Samsung, SK Hynix and Micron dominate global DRAM production, and AI data centers are consuming growing amounts of their output. Micron has said industry supply is likely to remain substantially below demand through and beyond 2026 as AI workloads require more memory per server.
The shortage has already become a major investment theme across AI chip stocks, particularly for Nvidia and memory supplier Micron.
Recent Reuters reporting showed Micron plans to invest $10 billion in a new Boise research facility focused on next-generation memory technology, underscoring the scale of demand.
Rising component prices could also increase the cost of building data centers, where spending on GPUs, networking equipment, power infrastructure and cooling is already running at record levels.
Price Hikes Arrive Ahead of Nvidia EarningsThe timing puts additional attention on Nvidia’s margins. The company reported a 75% non-GAAP gross margin in its fiscal first quarter, alongside record revenue of $81.6 billion and Data Center sales of $75.2 billion.
Passing memory inflation through to customers rather than absorbing it could help Nvidia protect profitability as component costs rise.
Investors will get a clearer picture on Wednesday, August 26, when Nvidia reports fiscal second-quarter 2027 results. The company has scheduled its earnings call for 5 p.m. ET.
The stock closed Friday at about $214.77 after several consecutive declines, with recent weakness contrasting with an earlier AI-stock rally.
For Nvidia’s biggest customers, however, the issue extends beyond the stock price. If memory remains scarce, the cost of deploying each new generation of AI computing infrastructure could continue rising even as GPU performance improves.
