Nvidia customers notified about AI-related price hikes above 15%, Bloomberg News reports

Nvidia has informed some of its biggest customers that the prices of servers containing its AI chips will increase by more than 15%, according to Bloomberg News. This price rise is attributed to a surge in costs for memory chips, the report stated, based on information from sources close to the situation. The price hikes are set to take effect on systems to be shipped in early next year and will affect systems including those featuring Nvidia's top-of-the-line Vera Rubin and Grace Blackwell chips, according to the sources cited.

The exact extent of the increases will depend on the specific Nvidia chip generation and memory configurations, these sources explained. However, Reuters was unable to independently verify the report at the time of publication. Nvidia has not yet commented on the matter, as of the deadline for this report. It is worth noting that companies that manufacture servers on contract for major data center operators like Microsoft, Alphabet's Google, and Oracle have recently notified their customers about the impending price increases, the Bloomberg report added.

Nvidia's strategic partnerships with Wall Street firms have raised an estimated $500 billion to fuel the AI buildout, the report concluded. Nvidia is scheduled to release its second-quarter results on August 26, with the company's performance closely watched as a bellwether for the wider AI sector encompassing chip manufacturers and investors backing the accelerating expansion of data center capacity.