Nvidia customers notified about AI-related price hikes above 15%: Bloomberg

Nvidia has notified some of its largest customers that prices of servers containing its AI chips may increase by more than 15 per cent, Bloomberg News reported on August 22. This price hike is attributed to soaring costs of memory chips, according to sources familiar with the matter. The increase will take effect for systems shipped in early 2027 and will impact systems featuring Nvidia's flagship Vera Rubin and Grace Blackwell chips, the report stated.

The extent of the price increase will depend on Nvidia's chip generation and memory configurations. However, Reuters was unable to independently verify the report. Nvidia did not respond to requests for comment outside regular business hours. Companies that build servers on contract for major data centre operators, such as Microsoft, Alphabet's Google, and Oracle, have reportedly informed their customers about the impending price hikes.

Nvidia, whose chips are central to much of the artificial intelligence infrastructure growth, is expected to release its second-quarter results on August 26. The company has become a symbol for the wider AI ecosystem, encompassing chipmakers and investors financing the swift expansion of data centre capacity.