Nvidia’s AI chips are about to get more expensive too.

Nvidia has notified major customers, including Microsoft, Google, and Oracle, of price increases exceeding 15% for AI server systems, effective early next year. The hikes, attributed to rising memory chip costs, affect systems with Vera Rubin and Grace Blackwell chips. Nvidia did not comment. Industry leaders like Apple and Qualcomm have also raised prices due to chip shortages.

Nvidia plans to raise prices on AI-related systems, including those with Vera Rubin and Grace Blackwell chips, by over 15% starting early next year. The hikes are due to increased costs from memory chip suppliers like Samsung, SK Hynix, and Micron. Customers such as Microsoft, Google, and Oracle have been notified. Nvidia's earnings report is scheduled for next week, which is highly anticipated by investors.

Nvidia plans to raise prices for AI-related servers, including Vera Rubin and Grace Blackwell models, by over 15% for some customers, according to Bloomberg. The increases, varying by chip generation and memory, will apply to systems shipped next year. The company faces rising memory chip costs.

Nvidia (NVDA) is set to report Q2 fiscal 2027 earnings on Aug. 26, with analysts expecting $91B revenue (95% YOY growth) and $2.09 EPS (111% YOY growth). The company's strong position in AI infrastructure, high demand for its data-center segment, and attractive valuation (25.1x forward P/E) are highlighted as key factors. Nvidia's Blackwell platform and expansion into CPUs are noted as growth drivers. Analysts project robust earnings growth and maintain a 'Strong Buy' consensus, with an average

Nvidia informed major customers of price increases exceeding 15% for AI server systems, effective early 2025. Affected products include systems with Vera Rubin and Grace Blackwell chips, according to Bloomberg. The hikes vary by chip generation and memory configurations, per sources familiar with the matter. Reuters could not verify the report.

Microsoft (MSFT) reported $331B in annual revenue, with Azure crossing $100B. It has a $678B commercial backlog, driving a $590 price target (22% upside). NVDA trades at a higher P/E, while GOOGL is cheaper. MSFT's subscription revenue model is highlighted.