Nvidia · Blackwell · Samsung · Tom's Hardware
Nvidia reportedly warns biggest customers of 15% price hikes on AI servers, memory costs continue to soar
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Nvidia has told some of its largest customers that the prices of servers containing its AI chips will rise by more than 15% in many cases, on Saturday.
Key facts
- Consumer DDR5 pricing has more than doubled since late 2025 as a result, with a mainstream 32GB DDR5-6000 kit selling for around $392 in August against $110 to $140 a year earlier, according
- SK hynix said in October last year that it had already sold out its entire 2026 memory production capacity, and Samsung and SK hynix raised 2026 HBM3E supply prices by close to 20% before the year
- Nvidia has told some of its largest customers that the prices of servers containing its AI chips will rise by more than 15% in many cases, on Saturday
- Nvidia runs a gross margin of roughly 75% non-GAAP, among the highest in the semiconductor industry, and the reported hikes indicate the company intends to pass memory cost inflation on to customers
Summary
This is another example of the so-called " RAMageddon " that's gripping the DRAM market, with contract prices having risen at record rates this year. AI systems carry enormous memory loadouts, with Nvidia's Rubin GPU shipping with up to 288GB of HBM4 per package, and the NVL72 rack-scale system combines 72 of those GPUs, putting more than 20TB of HBM in a single rack before accounting for the LPDDR attached to its Vera CPUs. Ironically, the supply crunch that's now inflating Nvidia's systems is the same one its demand helped to create. Nvidia has already passed rising costs through to consumers, raising prices on GeForce graphics cards earlier this month.