Nvidia to raise AI server prices over 15% from early 2027

Nvidia, the world's most valuable company by market capitalization, has informed its largest customers that prices for servers containing its artificial intelligence chips will increase by more than 15 percent in many cases, with the hikes taking effect on systems shipping from early 2027. The price increases are driven by rising costs for memory components, a critical part of AI server infrastructure.

According to reports, the warnings were communicated through server manufacturers that assemble systems under contract for major operators including Microsoft, Google, and Oracle. The increases affect the company's newest hardware, with systems built around the Vera Rubin and Grace Blackwell chip generations impacted. The exact price rise varies depending on the specific chip generation and memory configuration.

Nvidia did not respond to requests for comment on the matter. The company is scheduled to report its quarterly earnings next week, where analysts are expected to focus on the financial implications of the memory cost pressures and their impact on datacenter revenue.

The price hikes underscore the significant leverage held by the three primary manufacturers of dynamic...